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 | $3,067,303 | -10.7% | 43,348 | -8.4% | 1.28% | -5.6% |
| Q2 2023 | $3,436,232 | -1.5% | 47,318 | -0.8% | 1.36% | -6.9% |
| Q1 2023 | $3,489,072 | +6.4% | 47,691 | +9.9% | 1.46% | +1.3% |
| Q4 2022 | $3,279,266 | +22.6% | 43,411 | +7.8% | 1.44% | +17.6% |
| Q3 2022 | $2,675,000 | +21.6% | 40,260 | +31.1% | 1.22% | +29.8% |
| Q2 2022 | $2,200,000 | +10.7% | 30,713 | +22.0% | 0.94% | +30.3% |
| Q1 2022 | $1,987,000 | +0.7% | 25,179 | +3.2% | 0.72% | +8.7% |
| Q4 2021 | $1,973,000 | +9.8% | 24,407 | +0.9% | 0.66% | +3.3% |
| Q3 2021 | $1,797,000 | -12.5% | 24,194 | -10.9% | 0.64% | -3.5% |
| Q2 2021 | $2,053,000 | +1.7% | 27,151 | -1.9% | 0.67% | -1.3% |
| Q1 2021 | $2,018,000 | +16.7% | 27,676 | +2.7% | 0.68% | +14.6% |
| Q4 2020 | $1,729,000 | +18.2% | 26,956 | +1.9% | 0.59% | +7.7% |
| Q3 2020 | $1,463,000 | +11.2% | 26,451 | +4.0% | 0.55% | +4.4% |
| Q2 2020 | $1,316,000 | +16.2% | 25,431 | +1.0% | 0.52% | +0.2% |
| Q1 2020 | $1,133,000 | -18.3% | 25,191 | +5.3% | 0.52% | -2.1% |
| Q4 2019 | $1,386,000 | +13.0% | 23,921 | +6.8% | 0.53% | +6.8% |
| Q3 2019 | $1,227,000 | -1.2% | 22,406 | -4.2% | 0.50% | -3.7% |
| Q2 2019 | $1,242,000 | +3.2% | 23,398 | +1.7% | 0.52% | -1.9% |
| Q1 2019 | $1,203,000 | +7.1% | 23,017 | -3.7% | 0.53% | -4.9% |
| Q4 2018 | $1,123,000 | -11.3% | 23,907 | +0.1% | 0.56% | -1.2% |
| Q3 2018 | $1,266,000 | +10.2% | 23,880 | +2.5% | 0.56% | +6.2% |
| Q2 2018 | $1,149,000 | -5.4% | 23,308 | -5.9% | 0.53% | -5.5% |
| Q1 2018 | $1,215,000 | – | 24,773 | – | 0.56% | – |
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% |