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 | $4,641,408 | -31.4% | 65,594 | -29.6% | 3.57% | -26.9% |
| Q2 2023 | $6,767,040 | -2.1% | 93,184 | -1.4% | 4.88% | -10.8% |
| Q1 2023 | $6,914,870 | -10.9% | 94,517 | -8.0% | 5.48% | -11.5% |
| Q4 2022 | $7,762,590 | +21.3% | 102,761 | +6.7% | 6.19% | +9.5% |
| Q3 2022 | $6,399,000 | -5.5% | 96,321 | +1.8% | 5.65% | -5.2% |
| Q2 2022 | $6,775,000 | -5.4% | 94,588 | +4.2% | 5.96% | +3.9% |
| Q1 2022 | $7,164,000 | +5.2% | 90,806 | +7.7% | 5.74% | +20.4% |
| Q4 2021 | $6,813,000 | – | 84,293 | – | 4.76% | – |
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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% |