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 | $3,515,495 | -1.9% | 49,682 | +0.7% | 1.65% | -2.8% |
| Q2 2023 | $3,581,832 | +22.8% | 49,322 | +23.8% | 1.70% | +12.6% |
| Q1 2023 | $2,915,720 | +18.9% | 39,854 | +22.8% | 1.51% | +13.2% |
| Q4 2022 | $2,451,804 | +18.4% | 32,457 | +4.1% | 1.33% | +8.3% |
| Q3 2022 | $2,071,000 | +30.7% | 31,183 | +41.0% | 1.23% | +38.4% |
| Q2 2022 | $1,584,000 | +21.8% | 22,113 | +34.1% | 0.89% | +19.7% |
| Q1 2022 | $1,300,000 | +154.4% | 16,484 | +160.6% | 0.74% | +144.4% |
| Q4 2021 | $511,000 | – | 6,325 | – | 0.30% | – |
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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% |