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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,659,000 | -3.7% | 122,433 | -1.4% | 5.48% | -19.7% |
| Q4 2021 | $10,034,000 | +1.3% | 124,133 | -7.0% | 6.82% | -5.0% |
| Q3 2021 | $9,908,000 | -11.6% | 133,454 | -10.0% | 7.17% | -9.3% |
| Q2 2021 | $11,208,000 | -5.7% | 148,219 | -9.1% | 7.91% | -12.7% |
| Q1 2021 | $11,885,000 | +11.5% | 162,982 | -2.0% | 9.06% | +2.4% |
| Q4 2020 | $10,663,000 | +23.2% | 166,248 | +6.2% | 8.84% | +6.1% |
| Q3 2020 | $8,658,000 | +10.5% | 156,565 | +3.4% | 8.34% | +4.6% |
| Q2 2020 | $7,837,000 | +20.0% | 151,443 | +17.8% | 7.97% | +4.3% |
| Q1 2020 | $6,530,000 | -13.1% | 128,523 | -0.9% | 7.64% | -0.6% |
| Q4 2019 | $7,514,000 | – | 129,735 | – | 7.69% | – |
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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% |