SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,370 | -0.7% | 16,300 | +1.9% | 0.10% | +3.2% |
| Q2 2023 | $1,161,702 | +0.6% | 15,997 | +1.4% | 0.09% | -1.1% |
| Q1 2023 | $1,154,684 | -3.2% | 15,783 | 0.0% | 0.10% | -10.4% |
| Q4 2022 | $1,192,248 | +68.6% | 15,783 | +48.4% | 0.11% | +53.6% |
| Q3 2022 | $707,000 | -7.2% | 10,638 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $762,000 | -9.2% | 10,638 | 0.0% | 0.07% | +6.2% |
| Q1 2022 | $839,000 | -2.4% | 10,638 | 0.0% | 0.06% | +8.3% |
| Q4 2021 | $860,000 | +8.9% | 10,638 | -0.0% | 0.06% | -6.2% |
| Q3 2021 | $790,000 | +176.2% | 10,641 | +181.3% | 0.06% | +178.3% |
| Q2 2021 | $286,000 | +3.6% | 3,783 | +0.1% | 0.02% | -11.5% |
| Q1 2021 | $276,000 | +9.1% | 3,780 | -4.2% | 0.03% | 0.0% |
| Q4 2020 | $253,000 | – | 3,946 | – | 0.03% | – |
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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% |