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 | $727,059 | +7.6% | 10,275 | +10.4% | 0.22% | +13.0% |
| Q2 2023 | $675,729 | +8.9% | 9,305 | +9.7% | 0.19% | +3.8% |
| Q1 2023 | $620,397 | +96685.8% | 8,480 | 0.0% | 0.19% | -3.6% |
| Q4 2022 | $641 | -99.8% | 8,480 | +44.2% | 0.19% | +58.2% |
| Q3 2022 | $391,000 | -10.3% | 5,880 | -3.3% | 0.12% | -3.2% |
| Q2 2022 | $436,000 | -4.4% | 6,080 | +5.2% | 0.13% | +13.5% |
| Q1 2022 | $456,000 | -2.4% | 5,780 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $467,000 | +8.1% | 5,780 | +1.2% | 0.11% | -1.7% |
| Q3 2021 | $432,000 | 0.0% | 5,710 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $432,000 | – | 5,710 | – | 0.12% | – |
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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% |