SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,918,531 | -10.5% | 97,775 | -8.2% | 0.64% | -2.8% |
| Q2 2023 | $7,733,897 | -7.8% | 106,498 | -7.1% | 0.65% | -11.6% |
| Q1 2023 | $8,389,697 | -6.2% | 114,676 | -2.1% | 0.74% | -4.8% |
| Q4 2022 | $8,946,599 | +22.7% | 117,163 | +6.7% | 0.78% | +3.2% |
| Q3 2022 | $7,292,000 | -5.1% | 109,778 | +2.4% | 0.75% | +0.3% |
| Q2 2022 | $7,682,000 | +1.3% | 107,250 | +11.6% | 0.75% | +14.2% |
| Q1 2022 | $7,581,000 | -0.4% | 96,106 | +2.1% | 0.66% | +1.9% |
| Q4 2021 | $7,610,000 | +9.9% | 94,155 | +0.9% | 0.64% | +3.2% |
| Q3 2021 | $6,925,000 | -0.1% | 93,288 | +1.8% | 0.62% | -2.6% |
| Q2 2021 | $6,932,000 | +2.9% | 91,679 | -0.7% | 0.64% | -3.7% |
| Q1 2021 | $6,735,000 | +172.0% | 92,361 | +139.2% | 0.67% | +78.3% |
| Q4 2020 | $2,476,000 | -50.7% | 38,611 | -57.5% | 0.37% | -37.7% |
| Q3 2020 | $5,024,000 | -99.9% | 90,866 | -0.2% | 0.60% | +0.7% |
| Q2 2020 | $4,712,166,000 | +116827.2% | 91,056 | +1.6% | 0.60% | -2.6% |
| Q1 2020 | $4,030,000 | -21.4% | 89,606 | +1.2% | 0.61% | -7.7% |
| Q4 2019 | $5,129,000 | +7.3% | 88,556 | -0.4% | 0.66% | +0.3% |
| Q3 2019 | $4,781,000 | +1.2% | 88,887 | -0.1% | 0.66% | 0.0% |
| Q2 2019 | $4,722,000 | +3.2% | 88,978 | +1.7% | 0.66% | -1.8% |
| Q1 2019 | $4,574,000 | – | 87,493 | – | 0.67% | – |
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% |