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 | $1,028,710 | +1.3% | 14,538 | +3.9% | 0.42% | +4.7% |
| Q2 2023 | $1,015,805 | -0.3% | 13,988 | +0.4% | 0.41% | 0.0% |
| Q1 2023 | $1,019,259 | -1.7% | 13,932 | +1.5% | 0.41% | -6.2% |
| Q4 2022 | $1,037,278 | +9.0% | 13,732 | +3.3% | 0.43% | +6.7% |
| Q3 2022 | $952,000 | 0.0% | 13,294 | 0.0% | 0.41% | 0.0% |
| Q2 2022 | $952,000 | -7.3% | 13,294 | +2.1% | 0.41% | +5.7% |
| Q1 2022 | $1,027,000 | -5.3% | 13,023 | -3.0% | 0.38% | -5.2% |
| Q4 2021 | $1,085,000 | +0.7% | 13,423 | -7.5% | 0.40% | +0.7% |
| Q3 2021 | $1,077,000 | -10.8% | 14,505 | -9.2% | 0.40% | -8.4% |
| Q2 2021 | $1,208,000 | +10.7% | 15,981 | +6.8% | 0.44% | -1.3% |
| Q1 2021 | $1,091,000 | +14.2% | 14,959 | +0.4% | 0.44% | +6.5% |
| Q4 2020 | $955,000 | +24.2% | 14,894 | +7.1% | 0.42% | +6.1% |
| Q3 2020 | $769,000 | +7.7% | 13,912 | +0.9% | 0.39% | -2.7% |
| Q2 2020 | $714,000 | +14.4% | 13,789 | -0.5% | 0.40% | -6.5% |
| Q1 2020 | $624,000 | – | 13,862 | – | 0.43% | – |
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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% |