SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,216 | -13.5% | 11,464 | -11.2% | 0.22% | -7.1% |
| Q2 2023 | $937,839 | -23.0% | 12,914 | -22.5% | 0.24% | -24.0% |
| Q1 2023 | $1,218,724 | +0.8% | 16,658 | +4.1% | 0.31% | -1.3% |
| Q4 2022 | $1,208,892 | +10.8% | 16,003 | +8.2% | 0.32% | +5.7% |
| Q3 2022 | $1,091,000 | +15.3% | 14,788 | +12.0% | 0.30% | +11.9% |
| Q2 2022 | $946,000 | -18.7% | 13,205 | -10.4% | 0.27% | -16.0% |
| Q1 2022 | $1,163,000 | +419.2% | 14,739 | +339.6% | 0.32% | +219.0% |
| Q4 2020 | $224,000 | – | 3,353 | – | 0.10% | – |
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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% |