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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,948 | -11.0% | 1,822 | -8.6% | 0.01% | -7.1% |
| Q2 2023 | $144,816 | +11.6% | 1,994 | +12.4% | 0.01% | 0.0% |
| Q1 2023 | $129,816 | +24.3% | 1,774 | +28.3% | 0.01% | +7.7% |
| Q4 2022 | $104,478 | +14.8% | 1,383 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $91,000 | +237.0% | 1,374 | +260.6% | 0.01% | +160.0% |
| Q2 2022 | $27,000 | +35.0% | 381 | +49.4% | 0.01% | +66.7% |
| Q1 2022 | $20,000 | -4.8% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -8.7% | 255 | -18.3% | 0.00% | -40.0% |
| Q3 2021 | $23,000 | +35.3% | 312 | +36.8% | 0.01% | +25.0% |
| Q2 2021 | $17,000 | 0.0% | 228 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $17,000 | +13.3% | 228 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 228 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | -13.3% | 228 | -19.7% | 0.01% | -28.6% |
| Q2 2020 | $15,000 | -82.4% | 284 | -84.9% | 0.01% | -86.8% |
| Q1 2020 | $85,000 | +372.2% | 1,886 | +508.4% | 0.05% | +430.0% |
| Q4 2019 | $18,000 | -43.8% | 310 | -47.2% | 0.01% | -52.4% |
| Q3 2019 | $32,000 | +23.1% | 587 | +20.3% | 0.02% | +10.5% |
| Q2 2019 | $26,000 | +4.0% | 488 | +2.7% | 0.02% | -5.0% |
| Q1 2019 | $25,000 | +13.6% | 475 | +0.4% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | – | 473 | – | 0.02% | – |
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% |