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 | $12,940,943 | -3.9% | 182,885 | -1.4% | 5.94% | +0.2% |
| Q2 2023 | $13,467,633 | +11.3% | 185,454 | +12.2% | 5.93% | -2.8% |
| Q1 2023 | $12,097,505 | -8.7% | 165,357 | -5.8% | 6.10% | -5.4% |
| Q4 2022 | $13,257,274 | +5.2% | 175,500 | +1.3% | 6.45% | +2.5% |
| Q3 2022 | $12,600,000 | -0.2% | 173,268 | +2.2% | 6.29% | -1.7% |
| Q2 2022 | $12,622,000 | +13.6% | 169,585 | +15.4% | 6.40% | +6.0% |
| Q1 2022 | $11,115,000 | +82.6% | 146,949 | +95.1% | 6.04% | +84.7% |
| Q4 2021 | $6,087,000 | +10.9% | 75,306 | +6.3% | 3.27% | +7.0% |
| Q3 2021 | $5,490,000 | +4.3% | 70,825 | +2.4% | 3.06% | -2.1% |
| Q2 2021 | $5,265,000 | +12.3% | 69,175 | +9.7% | 3.12% | -2.7% |
| Q1 2021 | $4,690,000 | – | 63,037 | – | 3.21% | – |
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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% |