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 | $43,724,111 | -0.5% | 617,921 | +2.1% | 10.02% | -4.4% |
| Q2 2023 | $43,964,787 | -3.5% | 605,409 | -2.8% | 10.49% | -5.5% |
| Q1 2023 | $45,575,446 | -4.0% | 622,956 | -0.8% | 11.10% | -10.9% |
| Q4 2022 | $47,458,923 | +17.5% | 628,262 | +3.3% | 12.47% | -4.8% |
| Q3 2022 | $40,385,000 | -8.7% | 607,936 | -1.5% | 13.09% | -12.8% |
| Q2 2022 | $44,227,000 | -7.5% | 617,435 | +1.9% | 15.02% | +6.1% |
| Q1 2022 | $47,812,000 | +9.4% | 606,053 | +12.0% | 14.16% | +8.0% |
| Q4 2021 | $43,723,000 | +17.2% | 540,922 | +7.6% | 13.11% | -6.3% |
| Q3 2021 | $37,316,000 | +3.4% | 502,646 | +5.4% | 13.99% | -1.0% |
| Q2 2021 | $36,072,000 | +12.6% | 477,017 | +8.5% | 14.14% | -1.8% |
| Q1 2021 | $32,048,000 | +27.5% | 439,496 | +12.2% | 14.39% | +8.7% |
| Q4 2020 | $25,128,000 | +23.1% | 391,768 | +6.2% | 13.24% | +0.4% |
| Q3 2020 | $20,405,000 | +7.5% | 368,996 | +0.6% | 13.19% | -2.2% |
| Q2 2020 | $18,979,000 | +11.3% | 366,745 | -3.2% | 13.48% | -10.6% |
| Q1 2020 | $17,047,000 | +8.4% | 378,998 | +39.5% | 15.08% | +55.9% |
| Q4 2019 | $15,732,000 | +36.5% | 271,618 | +29.1% | 9.67% | +26.8% |
| Q3 2019 | $11,525,000 | +55.1% | 210,385 | +50.3% | 7.63% | +50.2% |
| Q2 2019 | $7,430,000 | +57.4% | 140,002 | +55.0% | 5.08% | +51.7% |
| Q1 2019 | $4,721,000 | +41.0% | 90,309 | +26.7% | 3.35% | +30.1% |
| Q4 2018 | $3,349,000 | – | 71,304 | – | 2.57% | – |
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% |