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 | $1,655 | -99.9% | 23,395 | -6.0% | 0.82% | -6.4% |
| Q2 2023 | $1,806,495 | +4.7% | 24,876 | +5.5% | 0.88% | +0.5% |
| Q1 2023 | $1,725,113 | +107989.8% | 23,580 | +11.6% | 0.87% | +4.8% |
| Q4 2022 | $1,596 | -99.9% | 21,130 | +1.1% | 0.83% | +10.8% |
| Q3 2022 | $1,388,000 | +20.4% | 20,898 | +29.8% | 0.75% | +24.5% |
| Q2 2022 | $1,153,000 | +175.2% | 16,095 | +202.7% | 0.60% | +220.1% |
| Q1 2022 | $419,000 | +39.7% | 5,317 | +43.0% | 0.19% | +71.8% |
| Q4 2021 | $300,000 | +32.2% | 3,717 | +21.6% | 0.11% | +25.0% |
| Q3 2021 | $227,000 | +6.1% | 3,056 | +8.1% | 0.09% | +4.8% |
| Q2 2021 | $214,000 | +23.0% | 2,826 | +18.4% | 0.08% | +13.5% |
| Q1 2021 | $174,000 | +61.1% | 2,386 | +41.9% | 0.07% | +48.0% |
| Q4 2020 | $108,000 | +17.4% | 1,681 | +1.1% | 0.05% | -2.0% |
| Q3 2020 | $92,000 | +148.6% | 1,663 | +133.2% | 0.05% | +142.9% |
| Q2 2020 | $37,000 | +3600.0% | 713 | +5384.6% | 0.02% | +2000.0% |
| Q1 2020 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | – | 13 | – | 0.00% | – |
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% |