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 | $1,117,513 | -3.8% | 15,793 | -1.3% | 0.10% | 0.0% |
| Q2 2023 | $1,161,775 | -3.5% | 15,998 | -2.8% | 0.10% | -8.9% |
| Q1 2023 | $1,204,360 | +136.1% | 16,462 | +143.7% | 0.11% | +119.6% |
| Q4 2022 | $510,197 | +14.9% | 6,754 | +1.1% | 0.05% | +8.5% |
| Q3 2022 | $444,000 | -7.9% | 6,680 | -0.7% | 0.05% | -4.1% |
| Q2 2022 | $482,000 | +16.1% | 6,724 | +27.9% | 0.05% | +36.1% |
| Q1 2022 | $415,000 | -20.5% | 5,258 | -18.6% | 0.04% | -26.5% |
| Q4 2021 | $522,000 | -3.2% | 6,460 | -11.0% | 0.05% | -12.5% |
| Q3 2021 | $539,000 | +2.3% | 7,260 | +4.1% | 0.06% | -1.8% |
| Q2 2021 | $527,000 | +11.2% | 6,974 | +7.4% | 0.06% | +1.8% |
| Q1 2021 | $474,000 | +125.7% | 6,494 | +98.0% | 0.06% | +107.4% |
| Q4 2020 | $210,000 | -84.1% | 3,280 | -88.8% | 0.03% | -91.6% |
| Q1 2020 | $1,317,000 | -35.3% | 29,286 | -16.7% | 0.32% | -6.6% |
| Q4 2019 | $2,037,000 | -41.8% | 35,171 | -44.9% | 0.35% | -30.1% |
| Q3 2019 | $3,499,000 | +68.7% | 63,882 | +63.5% | 0.50% | +38.7% |
| Q2 2019 | $2,074,000 | +230.8% | 39,080 | +192.7% | 0.36% | +195.0% |
| Q4 2018 | $627,000 | – | 13,351 | – | 0.12% | – |
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% |