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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,577,577 | +17.6% | 20,884 | +3.5% | 0.47% | +10.6% |
| Q3 2022 | $1,341,000 | -7.3% | 20,184 | 0.0% | 0.42% | -5.4% |
| Q2 2022 | $1,446,000 | -10.1% | 20,184 | -1.0% | 0.45% | 0.0% |
| Q1 2022 | $1,608,000 | -6.9% | 20,384 | -4.7% | 0.45% | -14.4% |
| Q4 2021 | $1,728,000 | +8.8% | 21,384 | 0.0% | 0.52% | +1.2% |
| Q3 2021 | $1,588,000 | -4.9% | 21,384 | -3.2% | 0.52% | +12.9% |
| Q2 2021 | $1,670,000 | +3.7% | 22,084 | 0.0% | 0.46% | +1.1% |
| Q1 2021 | $1,610,000 | +13.7% | 22,084 | 0.0% | 0.45% | +6.6% |
| Q4 2020 | $1,416,000 | +19.7% | 22,084 | +3.3% | 0.42% | +12.8% |
| Q3 2020 | $1,183,000 | +6.9% | 21,384 | 0.0% | 0.38% | -2.6% |
| Q2 2020 | $1,107,000 | +9.5% | 21,384 | -4.9% | 0.39% | -8.3% |
| Q1 2020 | $1,011,000 | -26.9% | 22,484 | -5.9% | 0.42% | -15.3% |
| Q4 2019 | $1,383,000 | +5.7% | 23,884 | 0.0% | 0.50% | -0.6% |
| Q3 2019 | $1,308,000 | +1.7% | 23,884 | -0.2% | 0.50% | -4.6% |
| Q2 2019 | $1,286,000 | +2.8% | 23,922 | 0.0% | 0.52% | -3.0% |
| Q1 2019 | $1,251,000 | +11.3% | 23,922 | 0.0% | 0.54% | -3.4% |
| Q4 2018 | $1,124,000 | – | 23,922 | – | 0.56% | – |
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% |