SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,031,105 | -8.9% | 56,969 | -6.5% | 0.99% | -18.4% |
| Q2 2023 | $4,423,806 | -4.9% | 60,917 | -4.2% | 1.21% | -21.4% |
| Q1 2023 | $4,649,908 | -14.4% | 63,558 | -11.6% | 1.54% | -25.3% |
| Q4 2022 | $5,430,561 | +28.1% | 71,889 | +12.7% | 2.06% | +30.5% |
| Q3 2022 | $4,238,000 | -5.4% | 63,798 | +2.0% | 1.58% | +0.1% |
| Q2 2022 | $4,482,000 | +1.2% | 62,574 | +11.4% | 1.58% | +21.0% |
| Q1 2022 | $4,430,000 | +5.9% | 56,159 | +8.5% | 1.30% | +7.5% |
| Q4 2021 | $4,184,000 | +32.0% | 51,757 | +23.5% | 1.21% | +4.8% |
| Q2 2021 | $3,170,000 | +12.4% | 41,918 | +8.3% | 1.16% | -4.5% |
| Q1 2021 | $2,821,000 | +23.0% | 38,692 | +8.2% | 1.21% | +15.6% |
| Q4 2020 | $2,293,000 | – | 35,746 | – | 1.05% | – |
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% |