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 | $389,203 | -16.6% | 5,500 | -14.4% | 0.34% | -13.5% |
| Q2 2023 | $466,696 | -14.9% | 6,427 | -14.2% | 0.39% | -19.1% |
| Q1 2023 | $548,360 | +65.0% | 7,495 | +70.4% | 0.49% | +52.7% |
| Q4 2022 | $332,268 | +25.4% | 4,399 | +10.3% | 0.32% | +8.5% |
| Q3 2022 | $265,000 | -23.9% | 3,989 | -18.0% | 0.29% | -24.4% |
| Q2 2022 | $348,000 | +11.2% | 4,862 | +22.7% | 0.39% | +25.1% |
| Q1 2022 | $313,000 | +11.0% | 3,963 | +13.6% | 0.31% | +8.7% |
| Q4 2021 | $282,000 | – | 3,490 | – | 0.29% | – |
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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% |