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 | $2,872,403 | +21.9% | 40,593 | +25.1% | 0.04% | +16.2% |
| Q2 2023 | $2,355,798 | -10.3% | 32,440 | -9.6% | 0.04% | -24.5% |
| Q1 2023 | $2,626,727 | +141.3% | 35,904 | +149.2% | 0.05% | +81.5% |
| Q4 2022 | $1,088,373 | +19.7% | 14,408 | +5.2% | 0.03% | -3.6% |
| Q3 2022 | $909,000 | +3.1% | 13,690 | +11.1% | 0.03% | +3.7% |
| Q2 2022 | $882,000 | +168.9% | 12,320 | +196.5% | 0.03% | +145.5% |
| Q1 2022 | $328,000 | 0.0% | 4,155 | +2.5% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | +9.0% | 4,055 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $301,000 | -14.5% | 4,055 | -12.9% | 0.01% | -21.4% |
| Q2 2021 | $352,000 | +22.2% | 4,656 | +17.7% | 0.01% | -6.7% |
| Q1 2021 | $288,000 | +13.4% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $254,000 | – | 3,956 | – | 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% |