SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,497,738 | +13.7% | 99,255 | +0.0% | 1.87% | +32.0% |
| Q3 2022 | $6,592,000 | -6.2% | 99,227 | +1.1% | 1.42% | -7.1% |
| Q2 2022 | $7,028,000 | -45.1% | 98,121 | -39.6% | 1.52% | -25.8% |
| Q1 2022 | $12,813,000 | -0.2% | 162,417 | +2.2% | 2.06% | +9.9% |
| Q4 2021 | $12,840,000 | +12.5% | 158,852 | +3.3% | 1.87% | +10.3% |
| Q3 2021 | $11,414,000 | +25.5% | 153,747 | +27.8% | 1.70% | +27.6% |
| Q2 2021 | $9,097,000 | +8.1% | 120,302 | +4.3% | 1.33% | -3.0% |
| Q1 2021 | $8,412,000 | +8.4% | 115,365 | -4.7% | 1.37% | +1.6% |
| Q4 2020 | $7,763,000 | +7.6% | 121,034 | -2.6% | 1.35% | -1.4% |
| Q3 2020 | $7,214,000 | +9.0% | 124,308 | +5.6% | 1.37% | -5.4% |
| Q2 2020 | $6,620,000 | +10.3% | 117,707 | -0.4% | 1.44% | -7.6% |
| Q1 2020 | $6,004,000 | +4.9% | 118,169 | +22.3% | 1.56% | -2.6% |
| Q4 2019 | $5,723,000 | +67.1% | 96,658 | +55.6% | 1.60% | +34.4% |
| Q3 2019 | $3,425,000 | +10.4% | 62,124 | +6.5% | 1.19% | -8.6% |
| Q2 2019 | $3,101,000 | -4.2% | 58,308 | -2.7% | 1.31% | -4.9% |
| Q1 2019 | $3,237,000 | -7.0% | 59,952 | -10.9% | 1.37% | -23.6% |
| Q4 2018 | $3,480,000 | +11.0% | 67,294 | +8.6% | 1.80% | +2.5% |
| Q3 2018 | $3,136,000 | +8.4% | 61,980 | +5.6% | 1.76% | +4.2% |
| Q2 2018 | $2,892,000 | +6.8% | 58,679 | +6.2% | 1.68% | -4.6% |
| Q1 2018 | $2,708,000 | +0.9% | 55,229 | +5.3% | 1.77% | +2.3% |
| Q4 2017 | $2,683,000 | – | 52,435 | – | 1.73% | – |
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% |