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 | $6,416,468 | -5.5% | 91,429 | -2.0% | 3.90% | -4.2% |
| Q2 2023 | $6,788,084 | -2.0% | 93,333 | -1.5% | 4.07% | -2.8% |
| Q1 2023 | $6,929,845 | -5.9% | 94,722 | -2.9% | 4.19% | -16.5% |
| Q4 2022 | $7,365,499 | +32.7% | 97,505 | +16.7% | 5.02% | +9.3% |
| Q3 2022 | $5,551,000 | +6.1% | 83,557 | +14.4% | 4.59% | +2.6% |
| Q2 2022 | $5,231,000 | +14.7% | 73,032 | +26.8% | 4.48% | +10.5% |
| Q1 2022 | $4,560,000 | +42.7% | 57,612 | +45.8% | 4.05% | +31.1% |
| Q4 2021 | $3,195,000 | – | 39,522 | – | 3.09% | – |
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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% |