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 | $2,548,645 | +11.9% | 36,018 | +14.8% | 0.42% | +14.9% |
| Q2 2023 | $2,277,683 | +19.0% | 31,364 | +19.9% | 0.37% | +8.2% |
| Q1 2023 | $1,913,841 | +25.5% | 26,160 | +29.6% | 0.34% | +16.0% |
| Q4 2022 | $1,524,881 | +250.5% | 20,186 | +208.3% | 0.29% | +218.5% |
| Q3 2022 | $435,000 | -5.6% | 6,547 | +1.8% | 0.09% | -6.1% |
| Q2 2022 | $461,000 | +19.4% | 6,433 | +31.6% | 0.10% | +34.2% |
| Q1 2022 | $386,000 | +589.3% | 4,890 | +552.9% | 0.07% | +563.6% |
| Q3 2021 | $56,000 | – | 749 | – | 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% |