SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,015 | -0.8% | 5,201 | +1.8% | 0.22% | +13.1% |
| Q2 2023 | $370,891 | +26.2% | 5,107 | +27.1% | 0.20% | +59.7% |
| Q1 2023 | $293,940 | -18.6% | 4,018 | -16.0% | 0.12% | -29.9% |
| Q4 2022 | $361,240 | +45.1% | 4,782 | +27.4% | 0.18% | +55.3% |
| Q3 2022 | $249,000 | -6.4% | 3,755 | +0.9% | 0.11% | -5.0% |
| Q2 2022 | $266,000 | -54.3% | 3,720 | -49.5% | 0.12% | 0.0% |
| Q1 2022 | $582,000 | +96.6% | 7,368 | +101.3% | 0.12% | -8.4% |
| Q4 2021 | $296,000 | +9.6% | 3,661 | +0.8% | 0.13% | 0.0% |
| Q3 2021 | $270,000 | -1.1% | 3,632 | +0.8% | 0.13% | -6.4% |
| Q2 2021 | $273,000 | +4.6% | 3,604 | +0.7% | 0.14% | -9.1% |
| Q1 2021 | $261,000 | +14.5% | 3,579 | +0.7% | 0.15% | +1.3% |
| Q4 2020 | $228,000 | +16.9% | 3,554 | +0.9% | 0.15% | +5.6% |
| Q3 2020 | $195,000 | +8.3% | 3,521 | +1.0% | 0.14% | +2.9% |
| Q2 2020 | $180,000 | +15.4% | 3,486 | +0.8% | 0.14% | -5.4% |
| Q1 2020 | $156,000 | +500.0% | 3,457 | +675.1% | 0.15% | +572.7% |
| Q4 2019 | $26,000 | – | 446 | – | 0.02% | – |
Download | ||||||
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% |