SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,934,495 | +1.9% | 239,323 | +4.6% | 14.08% | -6.4% |
| Q2 2023 | $16,616,618 | -2.1% | 228,816 | -1.4% | 15.04% | -3.9% |
| Q1 2023 | $16,973,047 | -4.9% | 231,999 | -1.8% | 15.66% | +17.9% |
| Q4 2022 | $17,852,973 | +14.4% | 236,338 | +0.6% | 13.28% | +13.4% |
| Q3 2022 | $15,611,000 | +3.7% | 235,001 | +12.6% | 11.71% | -4.0% |
| Q2 2022 | $15,060,000 | -7.3% | 208,676 | +1.4% | 12.20% | +39.3% |
| Q1 2022 | $16,238,000 | -3.6% | 205,827 | -1.3% | 8.76% | +3.0% |
| Q4 2021 | $16,848,000 | +3.7% | 208,439 | -4.7% | 8.51% | -10.9% |
| Q3 2021 | $16,244,000 | -3.0% | 218,803 | -1.2% | 9.55% | +8.1% |
| Q2 2021 | $16,747,000 | +13.8% | 221,461 | +9.7% | 8.83% | +12.1% |
| Q1 2021 | $14,715,000 | +24.6% | 201,802 | +9.6% | 7.87% | +16.9% |
| Q4 2020 | $11,808,000 | -32.3% | 184,097 | -41.6% | 6.73% | -38.0% |
| Q3 2020 | $17,445,000 | +4.2% | 315,470 | -2.5% | 10.86% | +10.3% |
| Q2 2020 | $16,741,000 | – | 323,496 | – | 9.84% | – |
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% |