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 | $4,447,496 | -4.7% | 62,853 | -2.2% | 3.75% | +0.2% |
| Q2 2023 | $4,666,725 | +0.2% | 64,262 | +0.9% | 3.74% | -3.4% |
| Q1 2023 | $4,658,774 | -2.6% | 63,679 | +0.6% | 3.87% | -5.2% |
| Q4 2022 | $4,781,776 | +21.7% | 63,301 | +7.0% | 4.09% | +14.0% |
| Q3 2022 | $3,929,000 | -7.0% | 59,150 | +0.3% | 3.58% | -1.3% |
| Q2 2022 | $4,224,000 | -4.4% | 58,980 | +5.7% | 3.63% | +1.1% |
| Q1 2022 | $4,420,000 | +3.5% | 55,789 | +5.5% | 3.60% | +3.7% |
| Q4 2021 | $4,272,000 | – | 52,856 | – | 3.47% | – |
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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% |