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 | $229,300 | +37.3% | 3,241 | +41.0% | 0.03% | +40.0% |
| Q2 2023 | $166,986 | +87.1% | 2,299 | +88.4% | 0.02% | +81.8% |
| Q1 2023 | $89,230 | +19.2% | 1,220 | +23.1% | 0.01% | +10.0% |
| Q4 2022 | $74,862 | +15.2% | 991 | +0.9% | 0.01% | +11.1% |
| Q3 2022 | $65,000 | -15.6% | 982 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +8.5% | 957 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 950 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +18.3% | 942 | +13.6% | 0.01% | +12.5% |
| Q1 2021 | $60,000 | +9.1% | 829 | -41.9% | 0.01% | -42.9% |
| Q2 2015 | $55,000 | -1.8% | 1,426 | 0.0% | 0.01% | +7.7% |
| Q1 2015 | $56,000 | -31.7% | 1,426 | -30.8% | 0.01% | -31.6% |
| Q4 2014 | $82,000 | – | 2,061 | – | 0.02% | – |
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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% |