SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,663,365 | -23.2% | 23,507 | -21.2% | 0.33% | -22.0% |
| Q2 2023 | $2,165,087 | -14.3% | 29,814 | -13.6% | 0.42% | -9.7% |
| Q1 2023 | $2,525,144 | -3.6% | 34,515 | -0.5% | 0.46% | -3.7% |
| Q4 2022 | $2,619,676 | +8.6% | 34,679 | -4.5% | 0.48% | -7.1% |
| Q3 2022 | $2,412,000 | -7.7% | 36,307 | -0.5% | 0.52% | -3.0% |
| Q2 2022 | $2,614,000 | -15.3% | 36,491 | -6.7% | 0.53% | +0.8% |
| Q1 2022 | $3,085,000 | -5.9% | 39,104 | -3.5% | 0.53% | 0.0% |
| Q4 2021 | $3,277,000 | +7.5% | 40,541 | -1.2% | 0.53% | -9.1% |
| Q3 2021 | $3,048,000 | -2.6% | 41,054 | -0.8% | 0.58% | -18.2% |
| Q2 2021 | $3,130,000 | +1.6% | 41,389 | -2.1% | 0.71% | -4.3% |
| Q1 2021 | $3,082,000 | +6.0% | 42,269 | -2.0% | 0.74% | +8.0% |
| Q4 2020 | $2,907,000 | +8.5% | 43,149 | -11.0% | 0.69% | -9.1% |
| Q3 2020 | $2,680,000 | +3.6% | 48,462 | -3.1% | 0.76% | +0.9% |
| Q2 2020 | $2,587,000 | +9.3% | 50,000 | -4.9% | 0.75% | -5.9% |
| Q1 2020 | $2,366,000 | -23.6% | 52,601 | -1.6% | 0.80% | -1.6% |
| Q4 2019 | $3,097,000 | +6.5% | 53,462 | +0.7% | 0.81% | -1.5% |
| Q3 2019 | $2,909,000 | +9.6% | 53,098 | +4.7% | 0.82% | +7.6% |
| Q2 2019 | $2,654,000 | +2915.9% | 50,738 | +2731.4% | 0.77% | +1602.2% |
| Q3 2018 | $88,000 | – | 1,792 | – | 0.04% | – |
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% |