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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $5,756,766 | -0.9% | 79,272 | -0.1% | 0.28% | -8.3% |
Q1 2023 | $5,807,460 | +65365.7% | 79,380 | -32.4% | 0.30% | -35.0% |
Q4 2022 | $8,871 | -99.9% | 117,436 | +0.0% | 0.47% | +2.6% |
Q3 2022 | $7,798,000 | -2.7% | 117,387 | +4.9% | 0.45% | +7.6% |
Q2 2022 | $8,016,000 | -10.7% | 111,908 | -1.6% | 0.42% | -4.5% |
Q1 2022 | $8,975,000 | -10.7% | 113,771 | -8.5% | 0.44% | -7.5% |
Q4 2021 | $10,052,000 | +14.2% | 124,361 | +4.9% | 0.48% | +0.6% |
Q3 2021 | $8,803,000 | -0.3% | 118,570 | +1.5% | 0.48% | -9.9% |
Q2 2021 | $8,831,000 | +5.1% | 116,782 | +1.3% | 0.53% | -11.7% |
Q1 2021 | $8,405,000 | +23.1% | 115,263 | +8.3% | 0.60% | +0.5% |
Q4 2020 | $6,827,000 | +36.9% | 106,437 | +18.0% | 0.59% | +16.9% |
Q3 2020 | $4,986,000 | +25.3% | 90,164 | +17.3% | 0.51% | +15.2% |
Q2 2020 | $3,978,000 | +15.0% | 76,872 | -0.0% | 0.44% | -6.0% |
Q1 2020 | $3,458,000 | -37.5% | 76,873 | -19.5% | 0.47% | -27.4% |
Q4 2019 | $5,531,000 | +7.4% | 95,487 | +1.6% | 0.65% | -4.9% |
Q3 2019 | $5,150,000 | +3.4% | 94,020 | +0.2% | 0.68% | -7.5% |
Q2 2019 | $4,980,000 | +6.1% | 93,839 | +4.6% | 0.73% | -5.4% |
Q1 2019 | $4,692,000 | +3.6% | 89,739 | -7.0% | 0.78% | -11.2% |
Q4 2018 | $4,531,000 | -12.1% | 96,466 | -0.8% | 0.87% | -8.3% |
Q3 2018 | $5,153,000 | +6.5% | 97,221 | -0.9% | 0.95% | -4.5% |
Q2 2018 | $4,838,000 | +5.0% | 98,149 | +4.5% | 1.00% | -9.3% |
Q1 2018 | $4,607,000 | +37.5% | 93,961 | +43.5% | 1.10% | +31.6% |
Q4 2017 | $3,351,000 | +33.0% | 65,495 | +21.7% | 0.84% | +2.2% |
Q3 2017 | $2,519,000 | +74.4% | 53,818 | +68.1% | 0.82% | +49.3% |
Q2 2017 | $1,444,000 | -65.4% | 32,023 | -65.8% | 0.55% | -69.9% |
Q1 2017 | $4,179,000 | +2.3% | 93,734 | 0.0% | 1.82% | -13.8% |
Q4 2016 | $4,084,000 | – | 93,734 | – | 2.11% | – |
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% |