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 | $174,612 | -12.2% | 2,468 | -9.9% | 0.09% | -9.3% |
| Q2 2023 | $198,886 | -27.6% | 2,739 | -27.0% | 0.10% | -33.6% |
| Q1 2023 | $274,584 | +1.3% | 3,753 | +4.6% | 0.15% | -6.4% |
| Q4 2022 | $270,942 | +18.8% | 3,587 | +4.6% | 0.16% | +16.4% |
| Q3 2022 | $228,000 | -8.8% | 3,428 | -1.7% | 0.13% | -13.5% |
| Q2 2022 | $250,000 | +3.7% | 3,486 | +14.3% | 0.16% | +31.4% |
| Q1 2022 | $241,000 | -2.0% | 3,050 | +0.4% | 0.12% | +1.7% |
| Q4 2021 | $246,000 | +3.8% | 3,039 | -4.7% | 0.12% | -21.6% |
| Q3 2021 | $237,000 | -4.4% | 3,190 | -2.6% | 0.15% | -2.6% |
| Q2 2021 | $248,000 | +213.9% | 3,274 | +200.6% | 0.15% | +162.1% |
| Q1 2021 | $79,000 | +14.5% | 1,089 | +0.6% | 0.06% | +1.8% |
| Q4 2020 | $69,000 | +15.0% | 1,082 | +0.4% | 0.06% | -3.4% |
| Q3 2020 | $60,000 | – | 1,078 | – | 0.06% | – |
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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% |