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 | $3,063,666 | -7.5% | 43,297 | -5.1% | 0.15% | -3.8% |
| Q2 2023 | $3,312,844 | -40.3% | 45,619 | -39.9% | 0.16% | -53.1% |
| Q1 2023 | $5,551,532 | -8.3% | 75,882 | -5.3% | 0.34% | -20.7% |
| Q4 2022 | $6,053,025 | +89.2% | 80,130 | +66.4% | 0.43% | +62.9% |
| Q3 2022 | $3,199,000 | -7.6% | 48,149 | -0.4% | 0.26% | -8.3% |
| Q2 2022 | $3,462,000 | +3.9% | 48,333 | +14.5% | 0.29% | +21.5% |
| Q1 2022 | $3,331,000 | +34.6% | 42,217 | +37.9% | 0.24% | +28.1% |
| Q4 2021 | $2,475,000 | +125.4% | 30,624 | +107.0% | 0.18% | +23.3% |
| Q3 2021 | $1,098,000 | +1.1% | 14,795 | +3.0% | 0.15% | -22.7% |
| Q2 2021 | $1,086,000 | -0.4% | 14,361 | -4.0% | 0.19% | -8.1% |
| Q1 2021 | $1,090,000 | +572.8% | 14,954 | +378.2% | 0.21% | +137.1% |
| Q2 2020 | $162,000 | -48.6% | 3,127 | -42.1% | 0.09% | -68.0% |
| Q4 2019 | $315,000 | +7.1% | 5,398 | +0.5% | 0.28% | -9.7% |
| Q3 2019 | $294,000 | -1.3% | 5,371 | -4.2% | 0.31% | -9.9% |
| Q2 2019 | $298,000 | -25.5% | 5,609 | -26.7% | 0.34% | -35.1% |
| Q1 2019 | $400,000 | -93.9% | 7,650 | -94.2% | 0.53% | -91.2% |
| Q4 2018 | $6,522,000 | – | 130,943 | – | 6.01% | – |
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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% |