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 | $1,387,715 | -6.6% | 19,612 | -4.1% | 0.13% | +0.8% |
| Q2 2023 | $1,485,403 | +5.6% | 20,454 | +6.4% | 0.12% | -3.1% |
| Q1 2023 | $1,406,423 | -1.2% | 19,224 | +2.1% | 0.13% | -7.9% |
| Q4 2022 | $1,422,838 | +18.4% | 18,836 | +4.1% | 0.14% | +8.5% |
| Q3 2022 | $1,202,000 | -7.0% | 18,091 | +0.2% | 0.13% | +19.4% |
| Q2 2022 | $1,293,000 | +3.1% | 18,047 | +13.5% | 0.11% | +24.1% |
| Q1 2022 | $1,254,000 | +54.4% | 15,902 | +58.2% | 0.09% | +61.1% |
| Q4 2021 | $812,000 | +42.0% | 10,050 | +30.6% | 0.05% | +28.6% |
| Q3 2021 | $572,000 | +19.9% | 7,698 | +22.1% | 0.04% | +23.5% |
| Q2 2021 | $477,000 | +4.4% | 6,307 | +0.6% | 0.03% | -5.6% |
| Q1 2021 | $457,000 | +14.2% | 6,269 | +0.6% | 0.04% | +9.1% |
| Q4 2020 | $400,000 | +39.4% | 6,233 | +20.2% | 0.03% | +26.9% |
| Q3 2020 | $287,000 | +7.9% | 5,184 | +1.0% | 0.03% | 0.0% |
| Q2 2020 | $266,000 | +16.2% | 5,134 | +0.9% | 0.03% | -13.3% |
| Q1 2020 | $229,000 | -21.6% | 5,090 | +1.0% | 0.03% | +7.1% |
| Q4 2019 | $292,000 | -12.3% | 5,041 | -17.0% | 0.03% | -22.2% |
| Q3 2019 | $333,000 | -10.0% | 6,077 | -12.9% | 0.04% | -10.0% |
| Q2 2019 | $370,000 | +1.4% | 6,976 | 0.0% | 0.04% | -9.1% |
| Q1 2019 | $365,000 | +12.0% | 6,976 | +0.6% | 0.04% | -13.7% |
| Q4 2018 | $326,000 | -10.7% | 6,936 | +0.7% | 0.05% | +50.0% |
| Q3 2018 | $365,000 | +8.3% | 6,886 | +0.6% | 0.03% | +3.0% |
| Q2 2018 | $337,000 | +1.2% | 6,846 | +0.7% | 0.03% | -2.9% |
| Q1 2018 | $333,000 | +3.7% | 6,798 | +8.5% | 0.03% | -19.0% |
| Q4 2017 | $321,000 | +19.8% | 6,267 | +9.4% | 0.04% | +20.0% |
| Q3 2017 | $268,000 | +4.7% | 5,728 | +0.7% | 0.04% | +2.9% |
| Q2 2017 | $256,000 | +1.6% | 5,686 | +0.7% | 0.03% | +3.0% |
| Q1 2017 | $252,000 | +3.3% | 5,645 | +0.7% | 0.03% | +6.5% |
| Q4 2016 | $244,000 | +3.8% | 5,604 | +0.9% | 0.03% | 0.0% |
| Q3 2016 | $235,000 | +2.6% | 5,554 | +0.6% | 0.03% | +6.9% |
| Q2 2016 | $229,000 | +4.1% | 5,521 | +0.8% | 0.03% | +7.4% |
| Q1 2016 | $220,000 | +4.8% | 5,478 | +0.8% | 0.03% | +12.5% |
| Q4 2015 | $210,000 | – | 5,437 | – | 0.02% | – |
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% |