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 | $442 | -56.7% | 6,245 | -55.6% | 0.26% | -58.7% |
| Q2 2023 | $1,021 | -83.4% | 14,064 | -83.3% | 0.62% | -88.5% |
| Q1 2023 | $6,166 | +19.8% | 84,277 | +23.7% | 5.44% | -12.2% |
| Q4 2022 | $5,149 | -99.9% | 68,157 | +0.8% | 6.19% | +15.6% |
| Q3 2022 | $4,493,000 | -30.6% | 67,637 | -25.1% | 5.36% | -23.1% |
| Q2 2022 | $6,470,000 | -17.0% | 90,320 | -8.6% | 6.96% | +4.5% |
| Q1 2022 | $7,793,000 | +93.8% | 98,782 | +98.5% | 6.66% | +150.2% |
| Q4 2021 | $4,022,000 | – | 49,764 | – | 2.66% | – |
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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% |