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 | $7,441,215 | +5.8% | 105,161 | +8.6% | 4.54% | +6.9% |
Q2 2023 | $7,033,796 | +11.5% | 96,858 | +12.3% | 4.24% | +2.9% |
Q1 2023 | $6,307,477 | +2.5% | 86,214 | +5.9% | 4.13% | -4.2% |
Q4 2022 | $6,152,489 | +63.4% | 81,447 | +43.7% | 4.31% | +53.8% |
Q3 2022 | $3,765,000 | +24.2% | 56,674 | +33.9% | 2.80% | +31.1% |
Q2 2022 | $3,032,000 | +12.8% | 42,333 | +24.2% | 2.14% | +30.9% |
Q1 2022 | $2,689,000 | +34.2% | 34,089 | +37.6% | 1.63% | +37.1% |
Q4 2021 | $2,003,000 | +17.5% | 24,776 | +7.9% | 1.19% | +9.5% |
Q3 2021 | $1,705,000 | -2.8% | 22,972 | -1.0% | 1.09% | -1.8% |
Q2 2021 | $1,754,000 | +26.2% | 23,201 | +21.7% | 1.11% | +17.1% |
Q1 2021 | $1,390,000 | +44.0% | 19,059 | +26.7% | 0.94% | +35.0% |
Q4 2020 | $965,000 | – | 15,040 | – | 0.70% | – |
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% |