SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,000,011 | -2.7% | 14,132 | -0.1% | 0.07% | -1.4% |
| Q2 2023 | $1,027,383 | -5.8% | 14,147 | -5.1% | 0.07% | -6.4% |
| Q1 2023 | $1,091,186 | -73.1% | 14,915 | -72.2% | 0.08% | -74.2% |
| Q4 2022 | $4,051,814 | +355.8% | 53,638 | +300.6% | 0.30% | +313.7% |
| Q3 2022 | $889,000 | -20.1% | 13,390 | -13.8% | 0.07% | -18.9% |
| Q2 2022 | $1,113,000 | -85.0% | 15,535 | -83.5% | 0.09% | -81.6% |
| Q1 2022 | $7,422,000 | -1.0% | 94,078 | +1.4% | 0.49% | +3.6% |
| Q4 2021 | $7,498,000 | +8.4% | 92,763 | -0.4% | 0.47% | +1.1% |
| Q3 2021 | $6,918,000 | -2.9% | 93,181 | -1.1% | 0.47% | -1.9% |
| Q2 2021 | $7,127,000 | +10.4% | 94,247 | +6.5% | 0.48% | +3.9% |
| Q1 2021 | $6,454,000 | +33.1% | 88,505 | +17.1% | 0.46% | +38.4% |
| Q4 2020 | $4,848,000 | +29.6% | 75,580 | +11.7% | 0.33% | +3.8% |
| Q3 2020 | $3,742,000 | +10.6% | 67,668 | +3.5% | 0.32% | -0.6% |
| Q2 2020 | $3,384,000 | +29.3% | 65,395 | +12.3% | 0.32% | -14.2% |
| Q1 2020 | $2,618,000 | -22.9% | 58,214 | -0.7% | 0.37% | +3.6% |
| Q4 2019 | $3,394,000 | +12.2% | 58,602 | +6.2% | 0.36% | +4.6% |
| Q3 2019 | $3,024,000 | +1.7% | 55,195 | -1.5% | 0.34% | 0.0% |
| Q2 2019 | $2,974,000 | +18.2% | 56,033 | +16.4% | 0.34% | +10.2% |
| Q1 2019 | $2,516,000 | +30.1% | 48,126 | +16.9% | 0.31% | +18.6% |
| Q4 2018 | $1,934,000 | -2.1% | 41,180 | +10.5% | 0.26% | +19.5% |
| Q3 2018 | $1,975,000 | +7.9% | 37,267 | +0.1% | 0.22% | -0.5% |
| Q2 2018 | $1,831,000 | +13.2% | 37,216 | +12.8% | 0.22% | +5.7% |
| Q1 2018 | $1,618,000 | +11.3% | 33,007 | +16.2% | 0.21% | +6.1% |
| Q4 2017 | $1,454,000 | – | 28,400 | – | 0.20% | – |
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% |