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 | $314,987 | +6.4% | 4,451 | +9.2% | 0.02% | +91.7% |
| Q2 2023 | $295,971 | +3.1% | 4,076 | +3.9% | 0.01% | -53.8% |
| Q1 2023 | $286,974 | -0.6% | 3,923 | +2.6% | 0.03% | -16.1% |
| Q4 2022 | $288,781 | +16.9% | 3,823 | +2.7% | 0.03% | +158.3% |
| Q3 2022 | $247,000 | -4.6% | 3,721 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $259,000 | -6.8% | 3,617 | +2.8% | 0.01% | +9.1% |
| Q1 2022 | $278,000 | +0.4% | 3,519 | +2.6% | 0.01% | +22.2% |
| Q4 2021 | $277,000 | +11.7% | 3,430 | +2.8% | 0.01% | -79.1% |
| Q3 2021 | $248,000 | +1.2% | 3,336 | +2.9% | 0.04% | -2.3% |
| Q2 2021 | $245,000 | +6.5% | 3,242 | +2.9% | 0.04% | -4.3% |
| Q1 2021 | $230,000 | – | 3,151 | – | 0.05% | – |
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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% |