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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $734,985 | +96736.0% | 10,387 | -0.7% | 0.34% | +0.3% |
Q2 2023 | $759 | -0.8% | 10,456 | +0.0% | 0.34% | -7.9% |
Q1 2023 | $765 | +3.7% | 10,455 | +7.0% | 0.37% | -3.7% |
Q4 2022 | $738 | -99.9% | 9,774 | -6.6% | 0.38% | +5.8% |
Q3 2022 | $695,000 | -7.3% | 10,467 | +0.0% | 0.36% | -2.4% |
Q2 2022 | $750,000 | -9.2% | 10,466 | +0.0% | 0.37% | +10.8% |
Q1 2022 | $826,000 | -2.4% | 10,465 | +0.0% | 0.33% | +5.4% |
Q4 2021 | $846,000 | +8.9% | 10,464 | +0.0% | 0.32% | -3.7% |
Q3 2021 | $777,000 | -2.9% | 10,463 | +0.0% | 0.33% | 0.0% |
Q2 2021 | $800,000 | +8.7% | 10,462 | +3.7% | 0.33% | -8.1% |
Q1 2021 | $736,000 | +14.5% | 10,091 | +0.6% | 0.36% | +8.2% |
Q4 2020 | $643,000 | +4.0% | 10,031 | +3.4% | 0.33% | +0.9% |
Q3 2020 | $618,000 | +28.5% | 9,700 | +4.3% | 0.33% | +9.7% |
Q2 2020 | $481,000 | +12.6% | 9,299 | +10.3% | 0.30% | +3.1% |
Q1 2020 | $427,000 | +66.8% | 8,433 | +90.6% | 0.29% | +73.1% |
Q4 2019 | $256,000 | +5.8% | 4,424 | +0.0% | 0.17% | -2.9% |
Q3 2019 | $242,000 | +2.5% | 4,423 | +0.4% | 0.17% | 0.0% |
Q2 2019 | $236,000 | +2.6% | 4,405 | 0.0% | 0.17% | -3.9% |
Q1 2019 | $230,000 | +12.2% | 4,405 | +0.7% | 0.18% | +0.6% |
Q4 2018 | $205,000 | -4.7% | 4,375 | +0.0% | 0.18% | +17.9% |
Q3 2018 | $215,000 | -3.6% | 4,374 | +0.0% | 0.15% | +5.6% |
Q2 2018 | $223,000 | +4.2% | 4,373 | +0.0% | 0.14% | -4.7% |
Q1 2018 | $214,000 | -5.3% | 4,372 | -1.0% | 0.15% | -16.7% |
Q4 2017 | $226,000 | – | 4,416 | – | 0.18% | – |
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% |