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 | $7,727,988 | -13.8% | 109,214 | -11.5% | 0.09% | -2.1% |
| Q2 2023 | $8,964,009 | -37.6% | 123,437 | -37.1% | 0.10% | -46.3% |
| Q1 2023 | $14,367,939 | +33.2% | 196,391 | +37.5% | 0.18% | -53.2% |
| Q4 2022 | $10,789,893 | +26.2% | 142,837 | +11.0% | 0.38% | +11.5% |
| Q3 2022 | $8,550,000 | +6.1% | 128,709 | +14.4% | 0.34% | +5.0% |
| Q2 2022 | $8,057,000 | +34.8% | 112,480 | +48.5% | 0.32% | +53.8% |
| Q1 2022 | $5,977,000 | +273.3% | 75,759 | +282.5% | 0.21% | +288.9% |
| Q4 2021 | $1,601,000 | +80.9% | 19,807 | +66.1% | 0.05% | +63.6% |
| Q3 2021 | $885,000 | +16.1% | 11,927 | +18.3% | 0.03% | +10.0% |
| Q2 2021 | $762,000 | +69.0% | 10,078 | +63.0% | 0.03% | +50.0% |
| Q1 2021 | $451,000 | +750.9% | 6,184 | +509.3% | 0.02% | +566.7% |
| Q2 2020 | $53,000 | -20.9% | 1,015 | -31.4% | 0.00% | -40.0% |
| Q1 2020 | $67,000 | +97.1% | 1,480 | +153.0% | 0.01% | +66.7% |
| Q4 2019 | $34,000 | – | 585 | – | 0.00% | – |
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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% |