Murphy, Middleton, Hinkle & Parker, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.

Quarter-by-quarter ownership
Murphy, Middleton, Hinkle & Parker, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,054,252
-2.5%
14,899
+0.0%
0.68%
+0.1%
Q2 2023$1,081,426
-0.7%
14,892
+0.1%
0.68%0.0%
Q1 2023$1,088,928
-3.1%
14,884
+0.0%
0.68%
-4.1%
Q4 2022$1,123,855
+13.8%
14,878
+0.0%
0.70%
+2.6%
Q3 2022$988,000
-7.2%
14,871
+0.1%
0.69%
-0.4%
Q2 2022$1,065,000
-9.1%
14,863
+0.0%
0.69%
+9.7%
Q1 2022$1,172,000
-9.1%
14,856
-6.9%
0.63%
-8.4%
Q4 2021$1,290,000
+10.6%
15,961
+1.6%
0.69%
+1.8%
Q3 2021$1,166,000
-0.3%
15,710
+1.6%
0.68%
+3.4%
Q2 2021$1,169,000
+12.1%
15,465
+8.1%
0.65%
+7.4%
Q1 2021$1,043,000
+13.7%
14,3000.0%0.61%
-0.5%
Q4 2020$917,000
+15.9%
14,3000.0%0.61%
+5.7%
Q3 2020$791,000
+6.9%
14,3000.0%0.58%
+5.9%
Q2 2020$740,000
+15.1%
14,3000.0%0.55%
-3.9%
Q1 2020$643,000
-22.3%
14,3000.0%0.57%
+3.1%
Q4 2019$828,000
+11.4%
14,300
+5.4%
0.55%
+4.6%
Q3 2019$743,000
+5.7%
13,570
+2.4%
0.53%
+5.2%
Q2 2019$703,000
+3.4%
13,255
+1.9%
0.50%
+7.3%
Q1 2019$680,000
+10.2%
13,009
-1.0%
0.47%
-0.8%
Q4 2018$617,000
-12.4%
13,136
-1.1%
0.47%
-5.2%
Q3 2018$704,000
+51.1%
13,280
+40.5%
0.50%
+42.8%
Q2 2018$466,000
-6.4%
9,450
-6.9%
0.35%
-10.1%
Q1 2018$498,000
-4.0%
10,148
+0.0%
0.39%
+0.3%
Q4 2017$519,00010,1450.39%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 1,444,233$75,504,00028.76%
Strategic Wealth Management Group, LLC 491,102$25,675,00021.03%
HHM Wealth Advisors, LLC 522,788$27,331,00017.48%
Hillview Capital Advisors, LLC 53,500$2,797,00014.84%
Asset Advisors Investment Management, LLC 1,396,229$72,995,00012.98%
Avantax Planning Partners, Inc. 3,397,352$177,614,00012.33%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 749,858$39,203,00012.24%
Summit Asset Management, LLC 442,899$23,155,00011.40%
Legacy Financial Strategies, LLC 241,958$12,650,00010.81%
Pinkerton Retirement Specialists, LLC 560,836$29,321,00010.73%
View complete list of SCHWAB STRATEGIC TR shareholders