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 | $588,511 | -3.2% | 8,317 | -0.7% | 0.20% | -2.0% |
| Q2 2023 | $608,265 | +1.3% | 8,376 | +2.0% | 0.20% | -7.8% |
| Q1 2023 | $600,497 | +13.7% | 8,208 | +3.3% | 0.22% | -12.0% |
| Q4 2022 | $528,052 | +0.0% | 7,949 | 0.0% | 0.25% | +0.4% |
| Q3 2022 | $528,000 | -8.0% | 7,949 | 0.0% | 0.25% | -20.3% |
| Q2 2022 | $574,000 | +47.9% | 7,949 | +61.5% | 0.31% | +61.1% |
| Q1 2022 | $388,000 | -2.5% | 4,921 | 0.0% | 0.19% | -3.0% |
| Q4 2021 | $398,000 | +4.5% | 4,921 | -4.1% | 0.20% | -7.9% |
| Q3 2021 | $381,000 | +10.4% | 5,134 | +13.2% | 0.22% | +11.9% |
| Q2 2021 | $345,000 | +4.2% | 4,534 | 0.0% | 0.19% | -11.5% |
| Q1 2021 | $331,000 | +2446.2% | 4,534 | +2178.4% | 0.22% | +2080.0% |
| Q4 2020 | $13,000 | +44.4% | 199 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $9,000 | – | 199 | – | 0.01% | – |
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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% |