SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $906,684 | -1.9% | 12,814 | +0.7% | 0.15% | 0.0% |
| Q2 2023 | $924,200 | -0.1% | 12,727 | +0.7% | 0.15% | -7.3% |
| Q1 2023 | $924,762 | +2.1% | 12,640 | +5.4% | 0.16% | 0.0% |
| Q4 2022 | $905,880 | +13.9% | 11,992 | +0.2% | 0.16% | +1.2% |
| Q3 2022 | $795,000 | -36.9% | 11,971 | -31.9% | 0.16% | -32.2% |
| Q2 2022 | $1,259,000 | -12.3% | 17,575 | -3.4% | 0.24% | +10.1% |
| Q1 2022 | $1,435,000 | -0.1% | 18,195 | +2.4% | 0.22% | -3.1% |
| Q4 2021 | $1,436,000 | +65.2% | 17,766 | +51.7% | 0.22% | +48.3% |
| Q3 2021 | $869,000 | -1.8% | 11,711 | +0.0% | 0.15% | 0.0% |
| Q2 2021 | $885,000 | +4.9% | 11,708 | +1.1% | 0.15% | -1.9% |
| Q1 2021 | $844,000 | +9.3% | 11,578 | -3.8% | 0.15% | +0.7% |
| Q4 2020 | $772,000 | +26.4% | 12,039 | +8.9% | 0.15% | +7.0% |
| Q3 2020 | $611,000 | +29.7% | 11,053 | +21.5% | 0.14% | -3.4% |
| Q2 2020 | $471,000 | +20.5% | 9,099 | +4.6% | 0.15% | +9.6% |
| Q1 2020 | $391,000 | -22.4% | 8,697 | +0.0% | 0.14% | 0.0% |
| Q4 2019 | $504,000 | +15.6% | 8,694 | +9.4% | 0.14% | +6.3% |
| Q3 2019 | $436,000 | +3.3% | 7,950 | 0.0% | 0.13% | +4.1% |
| Q2 2019 | $422,000 | +1.4% | 7,950 | 0.0% | 0.12% | -2.4% |
| Q1 2019 | $416,000 | +11.5% | 7,950 | 0.0% | 0.12% | +5.0% |
| Q4 2018 | $373,000 | -11.4% | 7,950 | 0.0% | 0.12% | -1.7% |
| Q3 2018 | $421,000 | +7.4% | 7,950 | 0.0% | 0.12% | -1.6% |
| Q2 2018 | $392,000 | – | 7,950 | – | 0.12% | – |
Download | ||||||
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% |