SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,746,644 | -3.0% | 39,015 | +0.7% | 0.71% | +0.6% |
| Q2 2023 | $2,830,315 | +15.2% | 38,745 | +16.3% | 0.70% | +9.0% |
| Q1 2023 | $2,457,582 | -5.9% | 33,314 | -2.5% | 0.64% | -8.5% |
| Q4 2022 | $2,612,305 | +20.4% | 34,157 | +10.0% | 0.70% | +5.7% |
| Q3 2022 | $2,170,000 | +3.2% | 31,061 | +10.0% | 0.67% | +9.5% |
| Q2 2022 | $2,103,000 | -3.6% | 28,232 | +2.0% | 0.61% | +5.2% |
| Q1 2022 | $2,181,000 | +4.4% | 27,671 | +8.1% | 0.58% | +5.7% |
| Q4 2021 | $2,090,000 | +9.5% | 25,597 | +3.3% | 0.55% | +4.4% |
| Q3 2021 | $1,909,000 | +15.0% | 24,788 | +12.4% | 0.52% | +10.5% |
| Q2 2021 | $1,660,000 | +47.4% | 22,063 | +45.5% | 0.48% | +29.8% |
| Q1 2021 | $1,126,000 | +32.2% | 15,168 | +19.7% | 0.37% | +26.2% |
| Q4 2020 | $852,000 | +79.4% | 12,671 | +55.8% | 0.29% | +37.4% |
| Q4 2019 | $475,000 | +2.6% | 8,131 | 0.0% | 0.21% | -6.6% |
| Q3 2019 | $463,000 | – | 8,131 | – | 0.23% | – |
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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% |