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 | $1,219 | -9.8% | 17,228 | -7.5% | 0.95% | -1.7% |
| Q2 2023 | $1,352 | -81.4% | 18,619 | -81.2% | 0.96% | -79.9% |
| Q1 2023 | $7,258 | -99.9% | 99,213 | -8.2% | 4.81% | -8.7% |
| Q4 2022 | $8,162,550 | +13.1% | 108,056 | -0.6% | 5.26% | -1.0% |
| Q3 2022 | $7,219,000 | -8.1% | 108,668 | -0.9% | 5.31% | -3.9% |
| Q2 2022 | $7,855,000 | +31.7% | 109,664 | +45.1% | 5.53% | +37.3% |
| Q1 2022 | $5,963,000 | +55.7% | 75,591 | +59.5% | 4.02% | +38.7% |
| Q4 2021 | $3,830,000 | +568.4% | 47,386 | +513.6% | 2.90% | +526.8% |
| Q3 2021 | $573,000 | +941.8% | 7,722 | +954.9% | 0.46% | +864.6% |
| Q2 2021 | $55,000 | – | 732 | – | 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% |