SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $24,850 | -3.6% | 320 | 0.0% | 0.01% | -11.1% |
Q1 2024 | $25,768 | +41.2% | 320 | +33.3% | 0.01% | +28.6% |
Q4 2023 | $18,252 | +8.1% | 240 | +0.4% | 0.01% | 0.0% |
Q3 2023 | $16,888 | -2.2% | 239 | +0.4% | 0.01% | -12.5% |
Q2 2023 | $17,261 | -0.3% | 238 | +0.4% | 0.01% | 0.0% |
Q1 2023 | $17,318 | -2.8% | 237 | +0.4% | 0.01% | -11.1% |
Q4 2022 | $17,816 | +11.4% | 236 | +0.4% | 0.01% | +12.5% |
Q3 2022 | $16,000 | -5.9% | 235 | +0.4% | 0.01% | 0.0% |
Q2 2022 | $17,000 | 0.0% | 234 | +9.3% | 0.01% | +14.3% |
Q1 2022 | $17,000 | 0.0% | 214 | +0.5% | 0.01% | 0.0% |
Q4 2021 | $17,000 | +13.3% | 213 | +7.6% | 0.01% | 0.0% |
Q3 2021 | $15,000 | -79.7% | 198 | -84.6% | 0.01% | -85.4% |
Q4 2019 | $74,000 | – | 1,286 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JBJ Investment Partners, LLC | 1,609,821 | $85,433,000 | 30.90% |
Strategic Wealth Management Group, LLC | 524,482 | $27,834,000 | 21.17% |
Legacy Financial Strategies, LLC | 370,301 | $19,856,000 | 18.53% |
HHM Wealth Advisors, LLC | 576,905 | $30,616,000 | 18.05% |
Hillview Capital Advisors, LLC | 53,500 | $2,862,000 | 15.26% |
Asset Advisors Investment Management, LLC | 1,400,996 | $74,351,000 | 12.52% |
Avantax Planning Partners, Inc. | 3,601,161 | $192,806,000 | 12.47% |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 766,684 | $40,688,000 | 12.27% |
Summit Asset Management, LLC | 449,232 | $23,841,000 | 11.30% |
Pinkerton Retirement Specialists, LLC | 555,536 | $29,482,000 | 10.34% |