SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,607 | -0.3% | 5,930 | +2.4% | 0.41% | +6.2% |
| Q2 2023 | $420,688 | -3.0% | 5,793 | -2.3% | 0.39% | -10.0% |
| Q1 2023 | $433,692 | -1.0% | 5,928 | +2.2% | 0.43% | -6.5% |
| Q4 2022 | $437,981 | +5.8% | 5,798 | -7.0% | 0.46% | -1.1% |
| Q3 2022 | $414,000 | -7.2% | 6,233 | 0.0% | 0.46% | -5.7% |
| Q2 2022 | $446,000 | -9.3% | 6,233 | 0.0% | 0.49% | +7.9% |
| Q1 2022 | $492,000 | -4.8% | 6,233 | -2.5% | 0.46% | -1.3% |
| Q4 2021 | $517,000 | – | 6,392 | – | 0.46% | – |
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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% |