SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,045,447 | +582.3% | 1,880,235 | +600.2% | 0.44% | +108.6% |
| Q2 2023 | $19,499,672 | +6.5% | 268,517 | +7.3% | 0.21% | -1.4% |
| Q1 2023 | $18,308,094 | +99.1% | 250,247 | +107.0% | 0.21% | +80.5% |
| Q4 2022 | $9,194,427 | +55.6% | 120,900 | +38.3% | 0.12% | +38.8% |
| Q3 2022 | $5,910,000 | +10.4% | 87,443 | +18.4% | 0.08% | +13.3% |
| Q2 2022 | $5,355,000 | -12.1% | 73,865 | -3.7% | 0.08% | -8.5% |
| Q1 2022 | $6,089,000 | -2.2% | 76,742 | -3.1% | 0.08% | -7.9% |
| Q4 2021 | $6,225,000 | +0.6% | 79,228 | -0.1% | 0.09% | -2.2% |
| Q3 2021 | $6,187,000 | +8.7% | 79,341 | +6.0% | 0.09% | -1.1% |
| Q2 2021 | $5,694,000 | +5.7% | 74,878 | +2.8% | 0.09% | -6.1% |
| Q1 2021 | $5,387,000 | – | 72,817 | – | 0.10% | – |
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% |