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 | $2,324,830 | -4.9% | 32,855 | -2.4% | 0.66% | -7.6% |
| Q2 2023 | $2,444,327 | +322.4% | 33,659 | +325.5% | 0.71% | +327.5% |
| Q1 2023 | $578,706 | +2314724.0% | 7,910 | +2275.4% | 0.17% | +1987.5% |
| Q4 2022 | $25 | -99.9% | 333 | +25.7% | 0.01% | +33.3% |
| Q3 2022 | $18,000 | -5.3% | 265 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 265 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | 0.0% | 265 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 265 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $20,000 | -72.6% | 265 | -72.5% | 0.01% | -72.7% |
| Q2 2021 | $73,000 | – | 965 | – | 0.02% | – |
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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% |