PSI Advisors, LLC - SCHWAB STRATEGIC TR ownership

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
PSI Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$24,850
-3.6%
3200.0%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$17,0000.0%234
+9.3%
0.01%
+14.3%
Q1 2022$17,0000.0%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$74,0001,2860.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 1,609,821$85,433,00030.90%
Strategic Wealth Management Group, LLC 524,482$27,834,00021.17%
Legacy Financial Strategies, LLC 370,301$19,856,00018.53%
HHM Wealth Advisors, LLC 576,905$30,616,00018.05%
Hillview Capital Advisors, LLC 53,500$2,862,00015.26%
Asset Advisors Investment Management, LLC 1,400,996$74,351,00012.52%
Avantax Planning Partners, Inc. 3,601,161$192,806,00012.47%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 766,684$40,688,00012.27%
Summit Asset Management, LLC 449,232$23,841,00011.30%
Pinkerton Retirement Specialists, LLC 555,536$29,482,00010.34%
View complete list of SCHWAB STRATEGIC TR shareholders