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 | $1,410,261 | -0.8% | 19,930 | +1.8% | 0.06% | -3.5% |
| Q2 2023 | $1,422,248 | -22.2% | 19,585 | -21.7% | 0.06% | -27.8% |
| Q1 2023 | $1,828,755 | +7.4% | 24,997 | +10.9% | 0.08% | -1.2% |
| Q4 2022 | $1,703,276 | +12.4% | 22,548 | -1.1% | 0.08% | +1.3% |
| Q3 2022 | $1,515,000 | -3.6% | 22,810 | +4.0% | 0.08% | -3.7% |
| Q2 2022 | $1,571,000 | -1.1% | 21,928 | +9.0% | 0.08% | +3.8% |
| Q1 2022 | $1,588,000 | +64.2% | 20,124 | +68.3% | 0.08% | +64.6% |
| Q4 2021 | $967,000 | +49.9% | 11,960 | +37.7% | 0.05% | +29.7% |
| Q3 2021 | $645,000 | +44.6% | 8,685 | +47.4% | 0.04% | +37.0% |
| Q2 2021 | $446,000 | +4.7% | 5,894 | +0.9% | 0.03% | -20.6% |
| Q1 2021 | $426,000 | -7.6% | 5,844 | -29.9% | 0.03% | -12.8% |
| Q3 2020 | $461,000 | -11.2% | 8,332 | -16.9% | 0.04% | -18.8% |
| Q2 2020 | $519,000 | -0.8% | 10,024 | -13.8% | 0.05% | -15.8% |
| Q1 2020 | $523,000 | +31.1% | 11,634 | +68.8% | 0.06% | +29.5% |
| Q4 2019 | $399,000 | -21.8% | 6,894 | -25.9% | 0.04% | -29.0% |
| Q3 2019 | $510,000 | +5.6% | 9,304 | +2.3% | 0.06% | -1.6% |
| Q2 2019 | $483,000 | +87.2% | 9,098 | +84.4% | 0.06% | +65.8% |
| Q1 2019 | $258,000 | -8.2% | 4,933 | -14.0% | 0.04% | -32.1% |
| Q1 2018 | $281,000 | -2.4% | 5,736 | +1.9% | 0.06% | -9.7% |
| Q4 2017 | $288,000 | +15.7% | 5,628 | +5.8% | 0.06% | +8.8% |
| Q3 2017 | $249,000 | +9.2% | 5,321 | +5.4% | 0.06% | +3.6% |
| Q2 2017 | $228,000 | +3.6% | 5,047 | +2.4% | 0.06% | 0.0% |
| Q1 2017 | $220,000 | – | 4,927 | – | 0.06% | – |
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% |