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 | $18,714,686 | -0.7% | 264,481 | +2.0% | 8.06% | +2.4% |
| Q2 2023 | $18,837,485 | +75.6% | 259,398 | +76.9% | 7.88% | +60.3% |
| Q1 2023 | $10,730,155 | +150.5% | 146,667 | +158.7% | 4.91% | +124.3% |
| Q4 2022 | $4,283,087 | +13.0% | 56,700 | -0.7% | 2.19% | -1.5% |
| Q3 2022 | $3,792,000 | -4.0% | 57,087 | +3.5% | 2.22% | +1.2% |
| Q2 2022 | $3,951,000 | -14.4% | 55,162 | -5.7% | 2.20% | -7.8% |
| Q1 2022 | $4,613,000 | +37.4% | 58,475 | +40.8% | 2.38% | +29.9% |
| Q4 2021 | $3,357,000 | – | 41,527 | – | 1.84% | – |
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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% |