SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304 | +21.1% | 4,307 | +24.7% | 0.18% | +23.5% |
| Q2 2023 | $251 | +6.4% | 3,455 | +7.0% | 0.15% | -1.3% |
| Q1 2023 | $236 | -3.3% | 3,230 | +0.2% | 0.15% | -5.6% |
| Q4 2022 | $244 | -99.9% | 3,225 | 0.0% | 0.16% | +11.9% |
| Q3 2022 | $214,000 | -7.4% | 3,225 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $231,000 | -9.1% | 3,225 | 0.0% | 0.14% | +9.0% |
| Q1 2022 | $254,000 | -50.7% | 3,225 | -75.3% | 0.13% | -67.7% |
| Q1 2015 | $515,000 | -0.4% | 13,060 | +0.6% | 0.41% | -5.1% |
| Q4 2014 | $517,000 | -9.3% | 12,980 | -12.2% | 0.43% | -9.0% |
| Q3 2014 | $570,000 | -4.5% | 14,782 | -5.2% | 0.48% | +30.7% |
| Q2 2014 | $597,000 | +5.5% | 15,597 | +1.5% | 0.36% | +1.1% |
| Q1 2014 | $566,000 | -5.5% | 15,362 | -6.1% | 0.36% | -9.8% |
| Q4 2013 | $599,000 | +11.5% | 16,352 | +2.4% | 0.40% | +5.3% |
| Q3 2013 | $537,000 | -0.9% | 15,962 | -3.8% | 0.38% | +3.0% |
| Q2 2013 | $542,000 | – | 16,588 | – | 0.37% | – |
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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% |