SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $144,033 | +3.6% | 1,983 | +4.4% | 0.02% | 0.0% |
| Q1 2023 | $139,020 | -3.1% | 1,900 | +0.1% | 0.02% | -5.6% |
| Q4 2022 | $143,465 | +14.8% | 1,899 | +0.7% | 0.02% | +5.9% |
| Q3 2022 | $125,000 | -8.8% | 1,886 | -1.7% | 0.02% | 0.0% |
| Q2 2022 | $137,000 | -8.7% | 1,918 | +0.7% | 0.02% | +6.2% |
| Q1 2022 | $150,000 | -2.0% | 1,905 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $153,000 | +30.8% | 1,896 | +20.0% | 0.02% | +23.1% |
| Q3 2021 | $117,000 | -7.1% | 1,580 | -4.9% | 0.01% | -7.1% |
| Q2 2021 | $126,000 | +40.0% | 1,662 | +34.2% | 0.01% | +27.3% |
| Q1 2021 | $90,000 | +100.0% | 1,238 | +29.5% | 0.01% | -26.7% |
| Q4 2018 | $45,000 | -26.2% | 956 | -16.4% | 0.02% | -25.0% |
| Q3 2018 | $61,000 | +8.9% | 1,144 | 0.0% | 0.02% | +5.3% |
| Q2 2018 | $56,000 | +600.0% | 1,144 | +624.1% | 0.02% | +375.0% |
| Q4 2017 | $8,000 | – | 158 | – | 0.00% | – |
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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% |