SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,963 | -39.7% | 2,882 | -37.7% | 0.07% | -39.3% |
| Q1 2023 | $338,292 | +1172.3% | 4,624 | +1213.6% | 0.11% | +1020.0% |
| Q4 2022 | $26,590 | -77.5% | 352 | -84.2% | 0.01% | -87.2% |
| Q3 2018 | $118,000 | +8.3% | 2,224 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $109,000 | 0.0% | 2,224 | 0.0% | 0.08% | -8.2% |
| Q1 2018 | $109,000 | -3.5% | 2,224 | 0.0% | 0.08% | -3.4% |
| Q4 2017 | $113,000 | +20.2% | 2,224 | +9.9% | 0.09% | +12.8% |
| Q3 2017 | $94,000 | +3.3% | 2,024 | 0.0% | 0.08% | -1.3% |
| Q2 2017 | $91,000 | +1.1% | 2,024 | 0.0% | 0.08% | -2.5% |
| Q1 2017 | $90,000 | -26.8% | 2,024 | -28.7% | 0.08% | -29.6% |
| Q4 2016 | $123,000 | +2.5% | 2,840 | 0.0% | 0.12% | +1.8% |
| Q3 2016 | $120,000 | +25.0% | 2,840 | +21.6% | 0.11% | +24.2% |
| Q2 2016 | $96,000 | +3.2% | 2,336 | 0.0% | 0.09% | +1.1% |
| Q1 2016 | $93,000 | +43.1% | 2,336 | +41.9% | 0.09% | +47.5% |
| Q4 2015 | $65,000 | – | 1,646 | – | 0.06% | – |
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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% |