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 | $6,422,446 | +1.2% | 90,764 | +3.9% | 0.24% | +4.3% |
| Q2 2023 | $6,346,589 | +9.2% | 87,395 | +10.0% | 0.23% | +3.5% |
| Q1 2023 | $5,814,379 | +160918.5% | 79,475 | +66.2% | 0.23% | +11.3% |
| Q4 2022 | $3,611 | -99.8% | 47,808 | +38.4% | 0.20% | +46.0% |
| Q3 2022 | $2,295,000 | +0.9% | 34,545 | +8.8% | 0.14% | +47.9% |
| Q2 2022 | $2,275,000 | +9.1% | 31,764 | +20.1% | 0.09% | +67.9% |
| Q1 2022 | $2,086,000 | -69.9% | 26,437 | -69.2% | 0.06% | -63.6% |
| Q4 2021 | $6,936,000 | +561.8% | 85,807 | +507.7% | 0.15% | +450.0% |
| Q3 2021 | $1,048,000 | -6.3% | 14,120 | -4.5% | 0.03% | -6.7% |
| Q2 2021 | $1,118,000 | -79.5% | 14,787 | -80.1% | 0.03% | -79.3% |
| Q1 2021 | $5,465,000 | – | 74,360 | – | 0.14% | – |
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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% |