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 | $12,247,216 | +2.5% | 173,081 | +5.2% | 3.80% | +1.1% |
Q2 2023 | $11,942,824 | +1.3% | 164,457 | +2.1% | 3.76% | -3.1% |
Q1 2023 | $11,785,776 | -2.0% | 161,096 | +1.2% | 3.88% | -10.9% |
Q4 2022 | $12,025,921 | +12.1% | 159,199 | -1.5% | 4.36% | +9.6% |
Q3 2022 | $10,731,000 | -3.5% | 161,545 | +4.1% | 3.98% | -2.1% |
Q2 2022 | $11,115,000 | -7.0% | 155,140 | +2.5% | 4.06% | +6.5% |
Q1 2022 | $11,946,000 | +2.1% | 151,422 | +4.6% | 3.81% | -23.0% |
Q4 2021 | $11,703,000 | +13.5% | 144,790 | +4.3% | 4.95% | +4.6% |
Q3 2021 | $10,310,000 | +0.6% | 138,881 | +2.4% | 4.73% | +2.2% |
Q2 2021 | $10,252,000 | +27.5% | 135,560 | +22.8% | 4.63% | +18.7% |
Q1 2021 | $8,042,000 | +33.4% | 110,370 | +17.4% | 3.90% | -27.4% |
Q4 2020 | $6,028,000 | +16.5% | 93,989 | +0.4% | 5.37% | -2.4% |
Q3 2020 | $5,176,000 | -99.9% | 93,606 | -1.7% | 5.50% | +72.7% |
Q2 2020 | $4,927,014,000 | +62728.5% | 95,208 | -29.7% | 3.18% | -44.0% |
Q4 2019 | $7,842,000 | +12.1% | 135,376 | +6.0% | 5.69% | -0.1% |
Q3 2019 | $6,998,000 | +6.8% | 127,749 | +3.5% | 5.70% | +15.6% |
Q2 2019 | $6,553,000 | +1.2% | 123,479 | -0.3% | 4.93% | +15.8% |
Q1 2019 | $6,475,000 | – | 123,883 | – | 4.26% | – |
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% |