SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,291,212 | +8.0% | 46,512 | +10.8% | 4.08% | +31.6% |
| Q2 2023 | $3,047,899 | -16.1% | 41,971 | -15.4% | 3.10% | -15.8% |
| Q1 2023 | $3,631,730 | -71.4% | 49,640 | -70.5% | 3.68% | -62.5% |
| Q4 2022 | $12,712,061 | -11.0% | 168,282 | -21.8% | 9.82% | -13.3% |
| Q3 2022 | $14,290,000 | +2.8% | 215,117 | +10.8% | 11.33% | +8.8% |
| Q2 2022 | $13,903,000 | +252.3% | 194,098 | +288.0% | 10.42% | +302.0% |
| Q1 2022 | $3,946,000 | +1233.1% | 50,025 | +1264.2% | 2.59% | +1339.4% |
| Q4 2021 | $296,000 | +0.7% | 3,667 | -7.4% | 0.18% | -3.2% |
| Q3 2021 | $294,000 | -75.5% | 3,961 | -75.0% | 0.19% | -74.9% |
| Q2 2021 | $1,199,000 | +61.2% | 15,861 | +55.4% | 0.74% | +53.2% |
| Q1 2021 | $744,000 | +866.2% | 10,206 | +747.7% | 0.48% | +828.8% |
| Q4 2020 | $77,000 | – | 1,204 | – | 0.05% | – |
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% |