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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $678,625 | -11.9% | 8,914 | -18.1% | 0.02% | -20.7% |
Q3 2023 | $770,366 | -2.3% | 10,887 | +0.3% | 0.03% | 0.0% |
Q2 2023 | $788,323 | -0.4% | 10,855 | +0.3% | 0.03% | -6.5% |
Q1 2023 | $791,882 | +76262.8% | 10,823 | -21.1% | 0.03% | -27.9% |
Q4 2022 | $1,037 | -99.8% | 13,722 | +81.2% | 0.04% | +87.0% |
Q3 2022 | $503,000 | -7.4% | 7,573 | -0.0% | 0.02% | 0.0% |
Q2 2022 | $543,000 | +104.9% | 7,575 | +125.8% | 0.02% | +155.6% |
Q1 2022 | $265,000 | -4.3% | 3,355 | -1.9% | 0.01% | 0.0% |
Q4 2021 | $277,000 | +9.9% | 3,421 | +0.8% | 0.01% | 0.0% |
Q3 2021 | $252,000 | -0.8% | 3,394 | +1.0% | 0.01% | 0.0% |
Q2 2021 | $254,000 | +4.5% | 3,359 | +0.7% | 0.01% | 0.0% |
Q1 2021 | $243,000 | +14.1% | 3,336 | +0.7% | 0.01% | 0.0% |
Q4 2020 | $213,000 | -12.7% | 3,313 | -38.9% | 0.01% | -35.7% |
Q1 2020 | $244,000 | -17.0% | 5,418 | +6.7% | 0.01% | +7.7% |
Q4 2019 | $294,000 | +18.5% | 5,079 | +12.2% | 0.01% | +8.3% |
Q3 2019 | $248,000 | +15.9% | 4,525 | +12.4% | 0.01% | +20.0% |
Q2 2019 | $214,000 | +1.4% | 4,027 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $211,000 | -45.1% | 4,027 | -48.3% | 0.01% | -58.3% |
Q2 2018 | $384,000 | +0.5% | 7,788 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $382,000 | – | 7,788 | – | 0.02% | – |
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% |