SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,663 | -9.7% | 4,235 | -7.3% | 0.02% | -11.5% |
| Q2 2023 | $331,868 | -2.2% | 4,570 | -1.5% | 0.03% | -7.1% |
| Q1 2023 | $339,457 | -3.2% | 4,640 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $350,500 | +13.8% | 4,640 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $308,000 | +2.0% | 4,640 | +10.1% | 0.03% | +3.3% |
| Q2 2022 | $302,000 | -3.8% | 4,215 | +6.0% | 0.03% | +3.4% |
| Q1 2022 | $314,000 | -2.2% | 3,976 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $321,000 | +13.8% | 3,976 | -0.4% | 0.03% | -14.7% |
| Q3 2021 | $282,000 | +11.0% | 3,993 | +19.0% | 0.03% | +36.0% |
| Q2 2021 | $254,000 | – | 3,356 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,444,233 | $75,504,000 | 28.76% |
| Strategic Wealth Management Group, LLC | 491,102 | $25,675,000 | 21.03% |
| HHM Wealth Advisors, LLC | 522,788 | $27,331,000 | 17.48% |
| Hillview Capital Advisors, LLC | 53,500 | $2,797,000 | 14.84% |
| Asset Advisors Investment Management, LLC | 1,396,229 | $72,995,000 | 12.98% |
| Avantax Planning Partners, Inc. | 3,397,352 | $177,614,000 | 12.33% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 749,858 | $39,203,000 | 12.24% |
| Summit Asset Management, LLC | 442,899 | $23,155,000 | 11.40% |
| Legacy Financial Strategies, LLC | 241,958 | $12,650,000 | 10.81% |
| Pinkerton Retirement Specialists, LLC | 560,836 | $29,321,000 | 10.73% |