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 | $25,871,881 | +1.7% | 365,594 | +4.3% | 1.56% | +3.9% |
| Q2 2023 | $25,451,119 | +13.6% | 350,467 | +14.4% | 1.50% | +5.4% |
| Q1 2023 | $22,413,989 | +3.1% | 306,369 | +6.5% | 1.42% | -9.7% |
| Q4 2022 | $21,731,459 | +27.1% | 287,681 | +11.8% | 1.57% | +13.3% |
| Q3 2022 | $17,100,000 | -99.9% | 257,417 | +6.9% | 1.39% | +5.8% |
| Q2 2022 | $17,255,871,000 | +96285.4% | 240,902 | +6.2% | 1.31% | +10.0% |
| Q1 2022 | $17,903,000 | +12.4% | 226,942 | +16.8% | 1.19% | +15.3% |
| Q4 2021 | $15,927,000 | +23.4% | 194,226 | +11.7% | 1.04% | +12.7% |
| Q3 2021 | $12,908,000 | +12.4% | 173,870 | +14.5% | 0.92% | -0.3% |
| Q2 2021 | $11,481,000 | +21.0% | 151,832 | +16.6% | 0.92% | +16.3% |
| Q1 2021 | $9,492,000 | +69.6% | 130,170 | +49.2% | 0.79% | +28.8% |
| Q4 2020 | $5,597,000 | – | 87,273 | – | 0.62% | – |
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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% |