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 | $486,404 | -2.6% | 6,874 | 0.0% | 0.05% | -3.8% |
| Q2 2023 | $499,190 | -0.7% | 6,874 | 0.0% | 0.05% | -11.7% |
| Q1 2023 | $502,902 | -3.2% | 6,874 | 0.0% | 0.06% | -9.1% |
| Q4 2022 | $519,262 | +13.6% | 6,874 | 0.0% | 0.07% | -4.3% |
| Q3 2022 | $457,000 | -7.1% | 6,874 | 0.0% | 0.07% | -9.2% |
| Q2 2022 | $492,000 | -9.2% | 6,874 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $542,000 | -5.4% | 6,874 | -3.0% | 0.08% | -2.5% |
| Q4 2021 | $573,000 | +8.9% | 7,087 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $526,000 | -1.9% | 7,087 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $536,000 | +18.6% | 7,087 | +14.4% | 0.08% | +9.1% |
| Q1 2021 | $452,000 | +13.9% | 6,194 | 0.0% | 0.08% | +4.1% |
| Q4 2020 | $397,000 | +15.7% | 6,194 | 0.0% | 0.07% | +4.2% |
| Q3 2020 | $343,000 | +6.9% | 6,194 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $321,000 | +15.1% | 6,194 | 0.0% | 0.07% | -4.2% |
| Q1 2020 | $279,000 | -22.3% | 6,194 | 0.0% | 0.07% | +1.4% |
| Q4 2019 | $359,000 | +5.9% | 6,194 | 0.0% | 0.07% | +2.9% |
| Q3 2019 | $339,000 | +3.0% | 6,194 | 0.0% | 0.07% | +3.0% |
| Q2 2019 | $329,000 | +1.5% | 6,194 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $324,000 | +11.3% | 6,194 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $291,000 | – | 6,194 | – | 0.07% | – |
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% |