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 | $33,925,314 | +43.2% | 479,442 | +47.0% | 1.16% | -32.6% |
Q2 2023 | $23,689,603 | -13.7% | 326,213 | -13.0% | 1.72% | -17.4% |
Q1 2023 | $27,436,418 | +6.1% | 375,019 | +9.5% | 2.08% | -2.7% |
Q4 2022 | $25,864,514 | +9.4% | 342,395 | -3.8% | 2.13% | -4.7% |
Q3 2022 | $23,640,000 | -1.3% | 355,874 | +6.4% | 2.24% | +1.6% |
Q2 2022 | $23,953,000 | -16.2% | 334,397 | -7.7% | 2.20% | -1.3% |
Q1 2022 | $28,588,000 | +5.1% | 362,387 | +7.7% | 2.23% | +12.6% |
Q4 2021 | $27,192,000 | – | 336,417 | – | 1.98% | – |
Download |
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% |