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 | $1,633,055 | -0.4% | 23,078 | +2.3% | 0.34% | +3.7% |
Q2 2023 | $1,639,083 | +10.6% | 22,570 | +11.5% | 0.33% | +4.8% |
Q1 2023 | $1,481,470 | +105946.5% | 20,249 | +9.4% | 0.31% | +2.3% |
Q4 2022 | $1,397 | -99.9% | 18,505 | +0.8% | 0.30% | +5.5% |
Q3 2022 | $1,219,000 | -8.4% | 18,350 | -1.3% | 0.29% | -1.0% |
Q2 2022 | $1,331,000 | -8.3% | 18,589 | +1.0% | 0.29% | +5.0% |
Q1 2022 | $1,451,000 | +58.4% | 18,396 | +62.3% | 0.28% | +61.6% |
Q4 2021 | $916,000 | +7.0% | 11,334 | -1.8% | 0.17% | -4.4% |
Q3 2021 | $856,000 | +42.2% | 11,539 | +44.8% | 0.18% | +44.0% |
Q2 2021 | $602,000 | +6.4% | 7,971 | +2.6% | 0.12% | 0.0% |
Q1 2021 | $566,000 | +15.3% | 7,770 | +1.3% | 0.12% | +5.0% |
Q4 2020 | $491,000 | +52.0% | 7,669 | +30.9% | 0.12% | +33.7% |
Q3 2020 | $323,000 | +10.6% | 5,858 | +3.6% | 0.09% | +2.3% |
Q2 2020 | $292,000 | +16.8% | 5,657 | +1.7% | 0.09% | +2.4% |
Q1 2020 | $250,000 | -20.1% | 5,560 | +2.8% | 0.08% | -1.2% |
Q4 2019 | $313,000 | +1.0% | 5,408 | -4.5% | 0.09% | -6.5% |
Q3 2019 | $310,000 | +1.6% | 5,664 | -1.7% | 0.09% | -1.1% |
Q2 2019 | $305,000 | -1.3% | 5,762 | -2.5% | 0.09% | -45.9% |
Q1 2019 | $309,000 | +11.2% | 5,912 | -0.1% | 0.17% | -2.3% |
Q4 2018 | $278,000 | -19.7% | 5,920 | -9.4% | 0.18% | -7.4% |
Q3 2018 | $346,000 | +3.3% | 6,535 | -4.0% | 0.19% | -4.0% |
Q2 2018 | $335,000 | -2.3% | 6,808 | -2.9% | 0.20% | -3.4% |
Q1 2018 | $343,000 | -6.3% | 7,008 | -2.1% | 0.20% | -7.7% |
Q4 2017 | $366,000 | -4.2% | 7,156 | -12.4% | 0.22% | -13.3% |
Q3 2017 | $382,000 | +4.1% | 8,172 | +0.4% | 0.26% | -1.5% |
Q2 2017 | $367,000 | -12.4% | 8,139 | -13.4% | 0.26% | -15.3% |
Q1 2017 | $419,000 | -5.4% | 9,400 | -7.7% | 0.31% | -12.8% |
Q4 2016 | $443,000 | -12.5% | 10,183 | -14.9% | 0.35% | -16.4% |
Q3 2016 | $506,000 | +3.5% | 11,971 | +1.3% | 0.42% | -2.3% |
Q2 2016 | $489,000 | +10.9% | 11,818 | +7.3% | 0.43% | +5.9% |
Q1 2016 | $441,000 | +8.9% | 11,013 | +4.8% | 0.41% | +15.3% |
Q4 2015 | $405,000 | +9.8% | 10,509 | +2.4% | 0.35% | +2.6% |
Q3 2015 | $369,000 | -4.9% | 10,266 | +1.1% | 0.34% | +6.2% |
Q2 2015 | $388,000 | -1.0% | 10,153 | +1.9% | 0.32% | -5.3% |
Q1 2015 | $392,000 | +9.8% | 9,967 | +11.1% | 0.34% | -0.9% |
Q4 2014 | $357,000 | – | 8,973 | – | 0.34% | – |
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% |