SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,727,188 | +1.3% | 38,541 | +4.0% | 2.61% | +3.1% |
| Q2 2023 | $2,692,261 | +55779.2% | 37,073 | -43.7% | 2.54% | -47.7% |
| Q1 2023 | $4,818 | +18.4% | 65,849 | +22.3% | 4.85% | +12.2% |
| Q4 2022 | $4,068 | -99.8% | 53,856 | +69.0% | 4.32% | +75.3% |
| Q3 2022 | $2,117,000 | -0.4% | 31,873 | +7.4% | 2.47% | +7.0% |
| Q2 2022 | $2,126,000 | +143.5% | 29,687 | +168.2% | 2.31% | +170.0% |
| Q1 2022 | $873,000 | +26.9% | 11,070 | +30.1% | 0.85% | +27.8% |
| Q4 2021 | $688,000 | – | 8,511 | – | 0.67% | – |
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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% |