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 | $4,090,012 | -2.0% | 57,801 | +0.5% | 0.80% | +2.3% |
| Q2 2023 | $4,175,403 | +5.6% | 57,497 | +6.4% | 0.78% | -5.4% |
| Q1 2023 | $3,952,788 | -7.6% | 54,029 | -4.6% | 0.82% | -13.2% |
| Q4 2022 | $4,279,025 | +9.8% | 56,646 | -3.4% | 0.95% | +3.8% |
| Q3 2022 | $3,896,000 | -25.4% | 58,652 | -19.6% | 0.91% | -22.0% |
| Q2 2022 | $5,223,000 | +3.2% | 72,911 | +13.6% | 1.17% | +18.4% |
| Q1 2022 | $5,062,000 | +17.7% | 64,168 | +20.6% | 0.99% | +25.4% |
| Q4 2021 | $4,302,000 | +10.8% | 53,219 | +1.8% | 0.79% | +7.1% |
| Q3 2021 | $3,881,000 | -0.0% | 52,275 | +1.8% | 0.74% | -2.3% |
| Q2 2021 | $3,882,000 | +210.6% | 51,340 | +199.5% | 0.75% | +181.6% |
| Q1 2021 | $1,250,000 | +5.2% | 17,142 | -7.5% | 0.27% | 0.0% |
| Q4 2020 | $1,188,000 | +10.0% | 18,523 | -5.2% | 0.27% | +0.8% |
| Q3 2020 | $1,080,000 | -11.0% | 19,532 | -16.8% | 0.26% | -16.4% |
| Q2 2020 | $1,214,000 | -64.8% | 23,463 | -69.4% | 0.32% | -69.3% |
| Q1 2020 | $3,447,000 | +199.0% | 76,639 | +285.0% | 1.03% | +250.5% |
| Q4 2019 | $1,153,000 | +2.9% | 19,904 | -2.7% | 0.30% | -5.1% |
| Q3 2019 | $1,120,000 | +6.6% | 20,446 | +3.2% | 0.31% | +4.7% |
| Q2 2019 | $1,051,000 | +1.0% | 19,809 | -0.6% | 0.30% | -1.0% |
| Q1 2019 | $1,041,000 | -80.5% | 19,930 | -82.5% | 0.30% | -82.5% |
| Q4 2018 | $5,347,000 | -14.6% | 113,846 | -3.6% | 1.72% | -7.2% |
| Q3 2018 | $6,258,000 | +4.8% | 118,112 | -2.5% | 1.85% | -1.7% |
| Q2 2018 | $5,970,000 | – | 121,119 | – | 1.88% | – |
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% |