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 | $392,736 | -57.7% | 5,550 | -56.6% | 0.01% | -57.9% |
Q2 2023 | $928,256 | +95.3% | 12,782 | +96.8% | 0.02% | +72.7% |
Q1 2023 | $475,242 | -6.3% | 6,495 | -3.3% | 0.01% | -21.4% |
Q4 2022 | $507,314 | +95.1% | 6,716 | +71.3% | 0.01% | +100.0% |
Q3 2022 | $260,000 | -45.7% | 3,920 | -41.3% | 0.01% | -53.3% |
Q2 2022 | $479,000 | +67.5% | 6,682 | +84.2% | 0.02% | +114.3% |
Q1 2022 | $286,000 | – | 3,627 | – | 0.01% | – |
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% |