SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $188,619 | +6.4% | 2,666 | +9.2% | 0.07% | +4.8% |
| Q2 2023 | $177,304 | -24.1% | 2,442 | -23.6% | 0.06% | -26.7% |
| Q1 2023 | $233,712 | -9.5% | 3,195 | -6.5% | 0.09% | -14.0% |
| Q4 2022 | $258,158 | -99.9% | 3,418 | +29.5% | 0.10% | +35.1% |
| Q3 2022 | $175,312,000 | -6.4% | 2,639 | +1.0% | 0.07% | -2.6% |
| Q2 2022 | $187,276,000 | -10.9% | 2,614 | -1.9% | 0.08% | +1.3% |
| Q1 2022 | $210,241,000 | +8.7% | 2,665 | +11.4% | 0.08% | +13.6% |
| Q4 2021 | $193,426,000 | +25.7% | 2,393 | +15.4% | 0.07% | +13.8% |
| Q3 2021 | $153,900,000 | – | 2,073 | – | 0.06% | – |
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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% |