SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,875,117 | -22.4% | 26,500 | -20.4% | 0.20% | -8.8% |
| Q2 2023 | $2,417,412 | -4.2% | 33,289 | -3.5% | 0.22% | -8.8% |
| Q1 2023 | $2,523,965 | +58.7% | 34,500 | +63.8% | 0.24% | +33.7% |
| Q4 2022 | $1,590,759 | +82.8% | 21,058 | +60.8% | 0.18% | +57.5% |
| Q3 2022 | $870,000 | -4.8% | 13,095 | +2.6% | 0.11% | -16.9% |
| Q2 2022 | $914,000 | +1.4% | 12,758 | +11.7% | 0.14% | +34.7% |
| Q1 2022 | $901,000 | +3.2% | 11,420 | +5.7% | 0.10% | +11.0% |
| Q4 2021 | $873,000 | +9.8% | 10,804 | +0.9% | 0.09% | 0.0% |
| Q3 2021 | $795,000 | -2.6% | 10,710 | -0.7% | 0.09% | -9.0% |
| Q2 2021 | $816,000 | +39.2% | 10,785 | +34.2% | 0.10% | -15.3% |
| Q1 2021 | $586,000 | +11.2% | 8,035 | -2.1% | 0.12% | +7.3% |
| Q4 2020 | $527,000 | -16.1% | 8,210 | -27.7% | 0.11% | +8.9% |
| Q3 2020 | $628,000 | -8.7% | 11,362 | -14.5% | 0.10% | -14.4% |
| Q2 2020 | $688,000 | +1.9% | 13,293 | -11.4% | 0.12% | -18.1% |
| Q1 2020 | $675,000 | -21.1% | 15,005 | +1.6% | 0.14% | +5.9% |
| Q4 2019 | $856,000 | +0.7% | 14,771 | -4.8% | 0.14% | -9.9% |
| Q3 2019 | $850,000 | +2.8% | 15,515 | -0.4% | 0.15% | +23.8% |
| Q2 2019 | $827,000 | -3.5% | 15,583 | -5.0% | 0.12% | -23.3% |
| Q1 2019 | $857,000 | -3.1% | 16,402 | -12.9% | 0.16% | -12.6% |
| Q4 2018 | $884,000 | -11.6% | 18,829 | -0.2% | 0.18% | +5.2% |
| Q3 2018 | $1,000,000 | -14.7% | 18,869 | -20.6% | 0.17% | -18.4% |
| Q2 2018 | $1,172,000 | -36.4% | 23,776 | -36.7% | 0.21% | -39.4% |
| Q1 2018 | $1,842,000 | -13.3% | 37,574 | -9.5% | 0.35% | -10.7% |
| Q4 2017 | $2,125,000 | -0.2% | 41,523 | -8.7% | 0.39% | -47.2% |
| Q3 2017 | $2,129,000 | -0.3% | 45,482 | -5.1% | 0.74% | -7.0% |
| Q1 2017 | $2,136,000 | +6.0% | 47,905 | +3.5% | 0.80% | -0.1% |
| Q4 2016 | $2,016,000 | +2.7% | 46,280 | -0.2% | 0.80% | -5.1% |
| Q3 2016 | $1,963,000 | +5.6% | 46,393 | +3.4% | 0.84% | +7.9% |
| Q2 2016 | $1,859,000 | – | 44,852 | – | 0.78% | – |
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% |