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 | $9,185,984 | +95.4% | 129,818 | +100.5% | 0.61% | +82.0% |
| Q2 2023 | $4,701,729 | +6.7% | 64,744 | +7.5% | 0.33% | -1.8% |
| Q1 2023 | $4,405,563 | +174.8% | 60,218 | +183.8% | 0.34% | +153.0% |
| Q4 2022 | $1,603,029 | -2.0% | 21,220 | -13.8% | 0.13% | -22.1% |
| Q3 2022 | $1,635,000 | +1.4% | 24,610 | +9.3% | 0.17% | +17.8% |
| Q2 2022 | $1,613,000 | -37.6% | 22,518 | -31.3% | 0.15% | -30.5% |
| Q1 2022 | $2,586,000 | -7.8% | 32,778 | -5.6% | 0.21% | +4.0% |
| Q4 2021 | $2,806,000 | +17.5% | 34,711 | +7.9% | 0.20% | -1.0% |
| Q3 2021 | $2,388,000 | +292.1% | 32,169 | +299.7% | 0.20% | +277.8% |
| Q2 2021 | $609,000 | +136.0% | 8,048 | +127.3% | 0.05% | +100.0% |
| Q1 2021 | $258,000 | +203.5% | 3,541 | +87.8% | 0.03% | -55.0% |
| Q1 2020 | $85,000 | -72.8% | 1,886 | -65.0% | 0.06% | -66.1% |
| Q4 2019 | $312,000 | – | 5,383 | – | 0.18% | – |
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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% |