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 | $96,381 | -25.0% | 1,362,088 | -23.0% | 0.59% | -25.6% |
| Q2 2023 | $128,435 | -12.0% | 1,768,585 | -11.4% | 0.79% | -19.6% |
| Q1 2023 | $146,009 | +2.1% | 1,995,753 | +5.4% | 0.99% | -6.3% |
| Q4 2022 | $142,985 | -99.9% | 1,892,842 | +25.4% | 1.05% | +32.1% |
| Q3 2022 | $100,278,000 | +9.0% | 1,509,527 | +17.5% | 0.80% | +11.8% |
| Q2 2022 | $92,000,000 | +62.7% | 1,284,374 | +79.2% | 0.71% | +77.8% |
| Q1 2022 | $56,546,000 | +94.3% | 716,769 | +99.1% | 0.40% | +95.6% |
| Q4 2021 | $29,096,000 | +103.3% | 359,960 | +90.2% | 0.20% | +79.8% |
| Q2 2021 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q3 2020 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q1 2020 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q4 2019 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q3 2019 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $14,313,000 | 0.0% | 189,281 | 0.0% | 0.11% | 0.0% |
| Q1 2019 | $14,313,000 | +593.5% | 189,281 | +330.7% | 0.11% | +119.2% |
| Q4 2018 | $2,064,000 | -41.6% | 43,944 | -34.1% | 0.05% | -42.2% |
| Q3 2018 | $3,536,000 | +221.5% | 66,726 | +198.9% | 0.09% | +150.0% |
| Q2 2018 | $1,100,000 | +21900.0% | 22,323 | +20379.8% | 0.04% | – |
| Q3 2017 | $5,000 | – | 109 | – | 0.00% | – |
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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% |