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 | $6,279,164 | -59.0% | 88,738 | -57.9% | 1.89% | -57.5% |
| Q2 2023 | $15,314,600 | +149.2% | 210,887 | +151.0% | 4.44% | +136.0% |
| Q1 2023 | $6,146,201 | -4.3% | 84,010 | -1.2% | 1.88% | -11.0% |
| Q4 2022 | $6,421,819 | +88.7% | 85,012 | +65.9% | 2.12% | +35.7% |
| Q3 2022 | $3,403,000 | -9.9% | 51,238 | -2.8% | 1.56% | -14.9% |
| Q2 2022 | $3,777,000 | -6.4% | 52,730 | +3.1% | 1.83% | +6.5% |
| Q1 2022 | $4,036,000 | -0.3% | 51,162 | +2.2% | 1.72% | +5.1% |
| Q4 2021 | $4,047,000 | +15.3% | 50,077 | +5.9% | 1.64% | -25.8% |
| Q3 2021 | $3,511,000 | -30.1% | 47,305 | -28.8% | 2.21% | -18.2% |
| Q2 2021 | $5,022,000 | -25.8% | 66,420 | -28.5% | 2.70% | -35.2% |
| Q1 2021 | $6,772,000 | +17.9% | 92,879 | +3.7% | 4.16% | +2.3% |
| Q4 2020 | $5,743,000 | – | 89,548 | – | 4.07% | – |
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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% |