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 | $617,387 | -0.0% | 8,725 | +2.6% | 0.37% | -1.6% |
| Q2 2023 | $617,530 | -1.0% | 8,503 | -0.3% | 0.38% | -5.8% |
| Q1 2023 | $624,024 | -2.6% | 8,529 | +0.5% | 0.40% | -14.0% |
| Q4 2022 | $640,925 | +13.2% | 8,484 | -0.5% | 0.46% | +13.4% |
| Q3 2022 | $566,000 | +11.4% | 8,526 | +20.2% | 0.41% | +22.0% |
| Q2 2022 | $508,000 | -5.8% | 7,096 | +4.0% | 0.34% | +19.1% |
| Q1 2022 | $539,000 | +47.7% | 6,826 | +51.3% | 0.28% | +68.9% |
| Q4 2021 | $365,000 | +14.8% | 4,511 | +5.2% | 0.17% | +6.4% |
| Q3 2021 | $318,000 | +16.5% | 4,286 | +18.7% | 0.16% | +17.2% |
| Q2 2021 | $273,000 | – | 3,612 | – | 0.13% | – |
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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% |