SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $226,000 | -25.2% | 3,156 | -17.6% | 0.13% | -15.1% |
| Q1 2022 | $302,000 | -56.7% | 3,828 | -55.7% | 0.15% | -58.8% |
| Q4 2021 | $698,000 | +15.0% | 8,636 | +5.6% | 0.37% | +3.1% |
| Q3 2021 | $607,000 | -16.3% | 8,181 | -14.7% | 0.36% | -17.9% |
| Q2 2021 | $725,000 | +6.3% | 9,594 | +2.6% | 0.44% | -5.0% |
| Q1 2021 | $682,000 | +15.2% | 9,348 | +1.2% | 0.46% | +9.5% |
| Q4 2020 | $592,000 | +16.1% | 9,233 | +0.1% | 0.42% | +7.7% |
| Q3 2020 | $510,000 | +16.2% | 9,228 | +8.8% | 0.39% | +6.9% |
| Q2 2020 | $439,000 | – | 8,479 | – | 0.36% | – |
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% |