SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $319,281 | -16.7% | 4,512 | -14.5% | 0.26% | -11.1% |
Q2 2023 | $383,250 | -64.1% | 5,277 | -62.7% | 0.30% | -61.9% |
Q1 2023 | $1,068,081 | 0.0% | 14,139 | 0.0% | 0.78% | -0.6% |
Q4 2022 | $1,068,081 | +54.6% | 14,139 | +35.9% | 0.78% | +96.7% |
Q3 2022 | $691,000 | -20.7% | 10,407 | -14.5% | 0.40% | -12.0% |
Q2 2022 | $871,000 | -6.8% | 12,165 | +2.7% | 0.45% | +34.2% |
Q1 2022 | $935,000 | +12.5% | 11,850 | +15.3% | 0.34% | +36.6% |
Q4 2021 | $831,000 | +13.7% | 10,277 | +4.4% | 0.25% | +10.8% |
Q3 2021 | $731,000 | – | 9,846 | – | 0.22% | – |
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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% |