SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,227,120 | -20.3% | 17,342 | -18.2% | 1.29% | -18.0% |
| Q2 2023 | $1,539,471 | -0.1% | 21,199 | +0.6% | 1.58% | -10.4% |
| Q1 2023 | $1,541,628 | -0.7% | 21,072 | +2.6% | 1.76% | -15.3% |
| Q4 2022 | $1,551,743 | +13.5% | 20,542 | -0.2% | 2.08% | +9.0% |
| Q3 2022 | $1,367,000 | -13.5% | 20,582 | -6.8% | 1.90% | -6.5% |
| Q2 2022 | $1,581,000 | -8.7% | 22,076 | +0.5% | 2.04% | +180.6% |
| Q1 2022 | $1,732,000 | -38.7% | 21,957 | -37.2% | 0.73% | -26.2% |
| Q4 2021 | $2,827,000 | +10.9% | 34,971 | +1.8% | 0.98% | +4.2% |
| Q3 2021 | $2,550,000 | -0.9% | 34,342 | +0.9% | 0.94% | -4.2% |
| Q2 2021 | $2,574,000 | +1.1% | 34,034 | -2.6% | 0.98% | -7.8% |
| Q1 2021 | $2,547,000 | +3.3% | 34,933 | -6.9% | 1.07% | +0.3% |
| Q4 2020 | $2,466,000 | +17.3% | 37,507 | -1.4% | 1.06% | -3.6% |
| Q3 2020 | $2,103,000 | +4.1% | 38,031 | -2.6% | 1.10% | -1.5% |
| Q2 2020 | $2,020,000 | +8.4% | 39,030 | -5.8% | 1.12% | -11.7% |
| Q1 2020 | $1,863,000 | -21.8% | 41,424 | +0.7% | 1.27% | -3.4% |
| Q4 2019 | $2,383,000 | +62.7% | 41,135 | +53.8% | 1.32% | +45.9% |
| Q3 2019 | $1,465,000 | +3.8% | 26,746 | +0.6% | 0.90% | +2.0% |
| Q2 2019 | $1,411,000 | +1.5% | 26,579 | 0.0% | 0.88% | -1.6% |
| Q1 2019 | $1,390,000 | +28.2% | 26,579 | +15.2% | 0.90% | +15.6% |
| Q4 2018 | $1,084,000 | -11.4% | 23,072 | +0.0% | 0.78% | -0.6% |
| Q3 2018 | $1,223,000 | +13.3% | 23,067 | +5.4% | 0.78% | +5.0% |
| Q2 2018 | $1,079,000 | -7.1% | 21,895 | -7.5% | 0.74% | -9.8% |
| Q1 2018 | $1,161,000 | -19.3% | 23,675 | -15.7% | 0.83% | -19.2% |
| Q4 2017 | $1,438,000 | -0.3% | 28,098 | -8.8% | 1.02% | -10.2% |
| Q3 2017 | $1,442,000 | +14.4% | 30,808 | +10.2% | 1.14% | +5.8% |
| Q2 2017 | $1,261,000 | +22.1% | 27,966 | +20.7% | 1.08% | +20.1% |
| Q1 2017 | $1,033,000 | +135.8% | 23,169 | +130.3% | 0.90% | +107.4% |
| Q4 2016 | $438,000 | – | 10,059 | – | 0.43% | – |
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% |