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 | $3,799,176 | -56.4% | 53,691 | -55.2% | 0.84% | -54.1% |
| Q2 2023 | $8,707,072 | +3440.0% | 119,899 | +3466.3% | 1.83% | +2764.1% |
| Q1 2023 | $245,964 | -3.2% | 3,362 | 0.0% | 0.06% | -8.6% |
| Q4 2022 | $253,965 | +12.4% | 3,362 | -1.1% | 0.07% | -1.4% |
| Q3 2022 | $226,000 | -10.0% | 3,400 | -2.8% | 0.07% | -9.0% |
| Q2 2022 | $251,000 | -5.3% | 3,499 | +4.2% | 0.08% | -57.6% |
| Q1 2022 | $265,000 | -2.6% | 3,359 | 0.0% | 0.18% | +5.1% |
| Q4 2021 | $272,000 | +9.2% | 3,359 | 0.0% | 0.18% | +8.0% |
| Q3 2021 | $249,000 | – | 3,359 | – | 0.16% | – |
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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% |