SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $675,900 | -71.3% | 9,552 | -70.6% | 0.10% | -71.3% |
| Q2 2023 | $2,357,939 | +188.6% | 32,470 | +190.8% | 0.34% | +162.3% |
| Q1 2023 | $816,903 | -4.2% | 11,166 | -1.1% | 0.13% | -12.8% |
| Q4 2022 | $852,657 | +38.4% | 11,287 | +21.7% | 0.15% | +15.5% |
| Q3 2022 | $616,000 | -8.5% | 9,274 | -1.3% | 0.13% | -13.4% |
| Q2 2022 | $673,000 | -20.0% | 9,397 | -11.9% | 0.15% | -11.3% |
| Q1 2022 | $841,000 | -63.4% | 10,662 | -62.5% | 0.17% | -63.3% |
| Q4 2021 | $2,299,000 | -1.9% | 28,441 | -9.9% | 0.46% | -7.8% |
| Q3 2021 | $2,344,000 | +43.5% | 31,579 | +46.2% | 0.50% | +31.8% |
| Q2 2021 | $1,633,000 | – | 21,594 | – | 0.38% | – |
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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% |