SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $734,054 | -3.8% | 10,374 | -1.3% | 0.01% | 0.0% |
Q2 2023 | $763,298 | +115.4% | 10,511 | +117.0% | 0.01% | 0.0% |
Q1 2023 | $354,357 | -3.7% | 4,844 | -0.6% | 0.01% | -6.7% |
Q4 2022 | $367,969 | +71.1% | 4,871 | +50.7% | 0.02% | +36.4% |
Q3 2022 | $215,000 | -7.3% | 3,233 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $232,000 | -7.6% | 3,233 | +1.5% | 0.01% | 0.0% |
Q1 2022 | $251,000 | +21.8% | 3,186 | +25.1% | 0.01% | +37.5% |
Q4 2021 | $206,000 | – | 2,547 | – | 0.01% | – |
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% |