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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $21,729,170 | +0.1% | 307,083 | +2.7% | 5.98% | +1.9% |
Q2 2023 | $21,707,688 | +4.6% | 298,922 | +5.3% | 5.87% | -4.8% |
Q1 2023 | $20,758,704 | +5.4% | 283,744 | +8.8% | 6.16% | -4.4% |
Q4 2022 | $19,696,223 | +30.0% | 260,739 | +14.3% | 6.45% | +18.2% |
Q3 2022 | $15,153,000 | -2.4% | 228,112 | +5.3% | 5.45% | +2.5% |
Q2 2022 | $15,519,000 | -3.4% | 216,656 | +6.4% | 5.32% | +10.1% |
Q1 2022 | $16,062,000 | +6.2% | 203,603 | +8.8% | 4.83% | +7.4% |
Q4 2021 | $15,128,000 | +22.3% | 187,159 | +12.3% | 4.50% | +7.4% |
Q3 2021 | $12,373,000 | +7.1% | 166,658 | +9.1% | 4.19% | +4.3% |
Q2 2021 | $11,549,000 | +16.2% | 152,721 | +12.1% | 4.02% | +4.5% |
Q1 2021 | $9,935,000 | +27.4% | 136,246 | +12.0% | 3.84% | +17.3% |
Q4 2020 | $7,801,000 | +32.6% | 121,632 | +14.3% | 3.28% | +16.6% |
Q3 2020 | $5,883,000 | +12.3% | 106,392 | +5.1% | 2.81% | +1.6% |
Q2 2020 | $5,240,000 | +23.1% | 101,260 | +7.0% | 2.77% | +1.6% |
Q1 2020 | $4,256,000 | -18.1% | 94,614 | +5.4% | 2.72% | -4.0% |
Q4 2019 | $5,198,000 | +8.8% | 89,739 | +2.9% | 2.84% | -1.8% |
Q3 2019 | $4,778,000 | +7.8% | 87,219 | +4.4% | 2.89% | +8.5% |
Q2 2019 | $4,432,000 | +6.9% | 83,506 | +5.3% | 2.66% | -1.4% |
Q1 2019 | $4,147,000 | +10.3% | 79,331 | -0.9% | 2.70% | -0.4% |
Q4 2018 | $3,760,000 | – | 80,056 | – | 2.71% | – |
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% |