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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $412,554 | -14.6% | 5,681 | -14.0% | 0.10% | -11.9% |
| Q1 2023 | $483,149 | +86797.3% | 6,604 | -10.3% | 0.11% | -9.9% |
| Q4 2022 | $556 | -99.8% | 7,364 | +81.6% | 0.12% | +98.4% |
| Q3 2022 | $269,000 | -13.8% | 4,056 | -6.9% | 0.06% | -1.6% |
| Q2 2022 | $312,000 | -45.9% | 4,356 | -40.5% | 0.06% | -20.5% |
| Q1 2022 | $577,000 | -33.9% | 7,316 | -32.2% | 0.08% | -33.9% |
| Q4 2021 | $873,000 | -1.4% | 10,797 | -9.4% | 0.12% | -5.6% |
| Q3 2021 | $885,000 | +9.7% | 11,916 | +11.7% | 0.12% | +0.8% |
| Q2 2021 | $807,000 | +33.8% | 10,668 | +28.9% | 0.12% | +25.3% |
| Q1 2021 | $603,000 | +56.6% | 8,273 | +10.9% | 0.10% | -35.3% |
| Q2 2020 | $385,000 | – | 7,457 | – | 0.15% | – |
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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% |