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 | $2,082,484 | -3.3% | 29,430 | -0.8% | 2.58% | -11.1% |
| Q2 2023 | $2,154,516 | -8.2% | 29,668 | -7.5% | 2.90% | -13.8% |
| Q1 2023 | $2,347,354 | -5.1% | 32,085 | -2.0% | 3.37% | -11.9% |
| Q4 2022 | $2,474,278 | +4.5% | 32,755 | +3.0% | 3.82% | +7.9% |
| Q2 2022 | $2,367,000 | -5.9% | 31,799 | -0.3% | 3.54% | +4.2% |
| Q1 2022 | $2,516,000 | -1.8% | 31,899 | +0.6% | 3.40% | +2.8% |
| Q4 2021 | $2,563,000 | +7.6% | 31,705 | -1.2% | 3.30% | -0.4% |
| Q3 2021 | $2,382,000 | +2.7% | 32,087 | +4.6% | 3.32% | +1.1% |
| Q2 2021 | $2,320,000 | +2.9% | 30,677 | -0.8% | 3.28% | -7.1% |
| Q1 2021 | $2,255,000 | – | 30,918 | – | 3.53% | – |
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% |