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 | $12,623,659 | -5.0% | 178,401 | -2.5% | 4.93% | -1.4% |
| Q2 2023 | $13,290,437 | -41.9% | 183,013 | -41.4% | 5.00% | -43.1% |
| Q1 2023 | $22,862,634 | -6.1% | 312,502 | -3.0% | 8.78% | -10.3% |
| Q4 2022 | $24,335,065 | +13.0% | 322,148 | -0.6% | 9.80% | +5.1% |
| Q3 2022 | $21,535,000 | -21.2% | 324,182 | -15.0% | 9.32% | -18.7% |
| Q2 2022 | $27,314,000 | -8.1% | 381,323 | +1.2% | 11.48% | +4.7% |
| Q1 2022 | $29,724,000 | +16.1% | 376,776 | +18.9% | 10.96% | +19.1% |
| Q4 2021 | $25,605,000 | +19.2% | 316,774 | +9.5% | 9.20% | +13.2% |
| Q3 2021 | $21,478,000 | +1.2% | 289,306 | +3.1% | 8.13% | +2.2% |
| Q2 2021 | $21,222,000 | +7.1% | 280,637 | +3.3% | 7.95% | +2.1% |
| Q1 2021 | $19,817,000 | +58.0% | 271,757 | +39.0% | 7.79% | +52.5% |
| Q4 2020 | $12,542,000 | – | 195,548 | – | 5.11% | – |
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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% |