SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $851,889 | +4.8% | 12,039 | +7.6% | 0.34% | +7.2% |
Q2 2023 | $812,725 | +15.7% | 11,191 | +16.5% | 0.32% | +21.7% |
Q1 2023 | $702,691 | -2.6% | 9,605 | +0.6% | 0.26% | -10.2% |
Q4 2022 | $721,517 | +1.2% | 9,551 | -11.1% | 0.29% | +3.2% |
Q3 2022 | $713,000 | -31.2% | 10,739 | -25.8% | 0.28% | -28.6% |
Q2 2022 | $1,036,000 | -11.5% | 14,466 | -2.5% | 0.40% | -3.9% |
Q1 2022 | $1,171,000 | -8.1% | 14,838 | -5.9% | 0.41% | -5.0% |
Q4 2021 | $1,274,000 | +7.1% | 15,761 | -1.6% | 0.44% | +0.2% |
Q3 2021 | $1,189,000 | -1.2% | 16,012 | +0.7% | 0.44% | -2.2% |
Q2 2021 | $1,203,000 | -2.5% | 15,906 | -6.0% | 0.44% | -3.1% |
Q1 2021 | $1,234,000 | +19.0% | 16,923 | +4.7% | 0.46% | +16.8% |
Q4 2020 | $1,037,000 | +14.3% | 16,162 | -1.4% | 0.39% | +1.0% |
Q3 2020 | $907,000 | +6.8% | 16,399 | -0.1% | 0.39% | -2.3% |
Q2 2020 | $849,000 | -5.7% | 16,413 | -17.9% | 0.40% | -17.3% |
Q1 2020 | $900,000 | -22.2% | 20,003 | +0.1% | 0.48% | -6.6% |
Q4 2019 | $1,157,000 | +17.1% | 19,979 | +10.7% | 0.52% | -13.7% |
Q3 2019 | $988,000 | -11.6% | 18,045 | -14.4% | 0.60% | -8.7% |
Q2 2019 | $1,118,000 | +2.0% | 21,073 | +0.5% | 0.65% | +0.5% |
Q1 2019 | $1,096,000 | +18.7% | 20,963 | +6.6% | 0.65% | -7.0% |
Q4 2018 | $923,000 | – | 19,659 | – | 0.70% | – |
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% |