SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,120,326 | -4.5% | 29,965 | -1.9% | 0.18% | -3.8% |
Q2 2023 | $2,219,306 | +0.8% | 30,560 | +1.6% | 0.18% | -5.2% |
Q1 2023 | $2,201,312 | +103588.7% | 30,089 | +7.1% | 0.19% | -1.0% |
Q4 2022 | $2,123 | -99.9% | 28,105 | +6.0% | 0.19% | +7.2% |
Q3 2022 | $1,761,000 | -10.1% | 26,509 | -3.1% | 0.18% | -4.7% |
Q2 2022 | $1,959,000 | -8.1% | 27,351 | +1.2% | 0.19% | +1.1% |
Q1 2022 | $2,132,000 | -4.9% | 27,030 | -2.5% | 0.19% | -6.9% |
Q4 2021 | $2,241,000 | +8.3% | 27,725 | -0.5% | 0.20% | -1.5% |
Q3 2021 | $2,069,000 | -20.1% | 27,874 | -18.6% | 0.20% | -19.9% |
Q2 2021 | $2,590,000 | +1.8% | 34,255 | -1.8% | 0.26% | -4.8% |
Q1 2021 | $2,543,000 | -15.5% | 34,876 | -25.7% | 0.27% | -21.6% |
Q4 2020 | $3,010,000 | +1.2% | 46,922 | -12.7% | 0.34% | -3.4% |
Q3 2020 | $2,973,000 | +1.3% | 53,758 | -5.2% | 0.36% | +3.2% |
Q2 2020 | $2,936,000 | +0.2% | 56,730 | -12.9% | 0.34% | -11.1% |
Q1 2020 | $2,930,000 | -35.7% | 65,144 | -17.3% | 0.39% | -30.3% |
Q4 2019 | $4,560,000 | +5.2% | 78,726 | -0.5% | 0.56% | -2.8% |
Q3 2019 | $4,336,000 | +1.5% | 79,150 | -0.9% | 0.57% | +2.0% |
Q2 2019 | $4,273,000 | +9.1% | 79,863 | +11.2% | 0.56% | +8.1% |
Q1 2019 | $3,917,000 | +12.0% | 71,814 | +1.1% | 0.52% | +1.6% |
Q4 2018 | $3,497,000 | +0.3% | 71,023 | +4.8% | 0.51% | -17.2% |
Q3 2018 | $3,487,000 | -5.5% | 67,793 | -7.9% | 0.62% | +12.6% |
Q2 2018 | $3,689,000 | -15.4% | 73,609 | -17.8% | 0.55% | -17.1% |
Q1 2018 | $4,362,000 | -11.1% | 89,603 | -1.6% | 0.66% | -9.3% |
Q4 2017 | $4,904,000 | +23.6% | 91,088 | +9.0% | 0.73% | +10.1% |
Q3 2017 | $3,968,000 | +10.1% | 83,595 | +5.7% | 0.66% | +2.3% |
Q2 2017 | $3,603,000 | +7.9% | 79,119 | +5.1% | 0.65% | +0.6% |
Q1 2017 | $3,340,000 | +24.5% | 75,297 | +23.1% | 0.64% | +20.5% |
Q4 2016 | $2,683,000 | +170.2% | 61,147 | +160.7% | 0.53% | +147.9% |
Q3 2016 | $993,000 | +35.7% | 23,458 | +32.8% | 0.22% | +30.3% |
Q2 2016 | $732,000 | +115.9% | 17,661 | +108.8% | 0.16% | +126.0% |
Q1 2016 | $339,000 | – | 8,457 | – | 0.07% | – |
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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% |