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 | $7,916,750 | -1.6% | 111,882 | +1.0% | 5.00% | -3.9% |
| Q2 2023 | $8,043,159 | -1.9% | 110,757 | -0.4% | 5.21% | -4.1% |
| Q1 2023 | $8,197,865 | +0.3% | 111,173 | +2.8% | 5.43% | +1.6% |
| Q4 2022 | $8,170,492 | +13.2% | 108,161 | -0.4% | 5.34% | +15.2% |
| Q3 2022 | $7,215,000 | -7.5% | 108,605 | -0.2% | 4.64% | -2.7% |
| Q2 2022 | $7,797,000 | +0.4% | 108,844 | +10.6% | 4.77% | +13.3% |
| Q1 2022 | $7,764,000 | +19.5% | 98,420 | +22.4% | 4.21% | +25.9% |
| Q4 2021 | $6,498,000 | +19.0% | 80,389 | +9.3% | 3.34% | +8.7% |
| Q3 2021 | $5,462,000 | +7.4% | 73,574 | +9.4% | 3.08% | +3.6% |
| Q2 2021 | $5,086,000 | +29.7% | 67,262 | +25.1% | 2.97% | +21.7% |
| Q1 2021 | $3,921,000 | +46.0% | 53,767 | +28.4% | 2.44% | +38.8% |
| Q4 2020 | $2,686,000 | +36.8% | 41,877 | +17.9% | 1.76% | +28.4% |
| Q3 2020 | $1,964,000 | +9.3% | 35,508 | +2.2% | 1.37% | +7.0% |
| Q2 2020 | $1,797,000 | +10.8% | 34,727 | -3.7% | 1.28% | +9.5% |
| Q1 2020 | $1,622,000 | -19.0% | 36,050 | +4.2% | 1.17% | -8.8% |
| Q4 2019 | $2,003,000 | – | 34,582 | – | 1.28% | – |
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% |