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 | $4,488,331 | +3.6% | 63,430 | +6.3% | 1.31% | +0.5% |
Q2 2023 | $4,332,778 | +3.3% | 59,664 | +4.1% | 1.30% | -6.2% |
Q1 2023 | $4,193,314 | +39.5% | 57,317 | +44.1% | 1.39% | +29.4% |
Q4 2022 | $3,005,510 | +16.8% | 39,787 | +2.7% | 1.08% | +8.1% |
Q3 2022 | $2,573,000 | +3.5% | 38,738 | +11.6% | 1.00% | +7.0% |
Q2 2022 | $2,486,000 | +18.5% | 34,713 | +30.5% | 0.93% | +36.0% |
Q1 2022 | $2,098,000 | +11.1% | 26,590 | +13.8% | 0.68% | +11.2% |
Q4 2021 | $1,889,000 | +185.8% | 23,367 | +162.5% | 0.62% | +215.4% |
Q3 2021 | $661,000 | – | 8,901 | – | 0.20% | – |
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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% |