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 | $7,658,874 | +42.8% | 108,238 | +46.5% | 0.47% | +3.8% |
| Q2 2023 | $5,363,835 | -15.7% | 73,862 | -15.1% | 0.45% | -18.6% |
| Q1 2023 | $6,363,167 | -6.0% | 86,976 | -2.9% | 0.56% | -16.3% |
| Q4 2022 | $6,769,118 | +44.5% | 89,610 | +27.0% | 0.66% | +31.5% |
| Q3 2022 | $4,685,000 | -42.6% | 70,532 | -38.1% | 0.50% | -24.6% |
| Q2 2022 | $8,162,000 | +389.6% | 113,947 | +439.1% | 0.67% | +267.0% |
| Q1 2022 | $1,667,000 | +13.4% | 21,135 | +16.2% | 0.18% | +15.9% |
| Q4 2021 | $1,470,000 | +11.3% | 18,181 | +2.2% | 0.16% | -3.7% |
| Q3 2021 | $1,321,000 | +6.5% | 17,798 | +8.5% | 0.16% | +3.2% |
| Q2 2021 | $1,240,000 | +3.0% | 16,402 | -0.6% | 0.16% | -9.7% |
| Q1 2021 | $1,204,000 | +11.8% | 16,508 | -1.8% | 0.18% | +2.3% |
| Q4 2020 | $1,077,000 | +65.4% | 16,806 | +42.7% | 0.17% | +6.9% |
| Q3 2020 | $651,000 | -15.8% | 11,778 | -21.2% | 0.16% | -38.2% |
| Q2 2020 | $773,000 | +21.0% | 14,954 | +5.2% | 0.26% | -8.5% |
| Q1 2020 | $639,000 | -1.8% | 14,219 | +26.5% | 0.28% | -9.6% |
| Q4 2019 | $651,000 | +3.8% | 11,242 | -1.8% | 0.31% | +6.1% |
| Q3 2019 | $627,000 | -89.6% | 11,443 | +0.9% | 0.30% | +20.9% |
| Q2 2019 | $6,019,000 | +915.0% | 11,342 | +0.0% | 0.24% | -9.6% |
| Q1 2019 | $593,000 | +9.8% | 11,337 | -1.5% | 0.27% | -15.1% |
| Q4 2018 | $540,000 | +4.7% | 11,505 | +18.1% | 0.32% | +43.2% |
| Q3 2018 | $516,000 | -15.5% | 9,738 | -21.4% | 0.22% | -22.9% |
| Q2 2018 | $611,000 | +7.4% | 12,388 | +6.7% | 0.29% | +1.4% |
| Q1 2018 | $569,000 | -2.1% | 11,610 | +1.4% | 0.28% | -20.7% |
| Q4 2017 | $581,000 | +6.8% | 11,449 | -1.1% | 0.36% | +3.8% |
| Q3 2017 | $544,000 | -16.6% | 11,576 | -19.9% | 0.34% | -16.5% |
| Q2 2017 | $652,000 | +2.2% | 14,450 | +0.8% | 0.41% | +8.1% |
| Q1 2017 | $638,000 | -76.6% | 14,329 | -77.1% | 0.38% | -82.3% |
| Q4 2016 | $2,722,000 | – | 62,468 | – | 2.16% | – |
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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% |