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 | $568,952 | -8.3% | 8,041 | -5.9% | 0.25% | +2.0% |
| Q2 2023 | $620,416 | -0.9% | 8,543 | +0.3% | 0.24% | -22.0% |
| Q1 2023 | $626,147 | +74.1% | 8,519 | +78.9% | 0.31% | +89.7% |
| Q4 2022 | $359,622 | +14.2% | 4,761 | +0.5% | 0.16% | +3.1% |
| Q3 2022 | $315,000 | -18.8% | 4,737 | -12.6% | 0.16% | -18.8% |
| Q2 2022 | $388,000 | +4.9% | 5,419 | +15.6% | 0.20% | +20.1% |
| Q1 2022 | $370,000 | 0.0% | 4,689 | +2.4% | 0.16% | +10.1% |
| Q4 2021 | $370,000 | +40.7% | 4,579 | +29.1% | 0.15% | +21.1% |
| Q3 2021 | $263,000 | +24.6% | 3,546 | +27.6% | 0.12% | +28.1% |
| Q2 2021 | $211,000 | 0.0% | 2,780 | +0.3% | 0.10% | -7.7% |
| Q1 2021 | $211,000 | – | 2,771 | – | 0.10% | – |
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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% |