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 | $36,507,418 | +2.5% | 515,933 | +5.5% | 12.27% | +4.6% |
| Q2 2023 | $35,608,384 | +3.4% | 489,108 | +3.9% | 11.73% | -3.2% |
| Q1 2023 | $34,452,311 | +0.5% | 470,917 | +3.8% | 12.12% | -0.6% |
| Q4 2022 | $34,277,030 | +15.9% | 453,760 | +2.0% | 12.19% | +5.3% |
| Q3 2022 | $29,576,000 | +11.1% | 444,997 | +19.7% | 11.58% | +6.7% |
| Q2 2022 | $26,631,000 | -9.9% | 371,789 | +0.7% | 10.85% | +12.8% |
| Q1 2022 | $29,566,000 | +0.7% | 369,289 | +0.3% | 9.62% | -6.6% |
| Q4 2021 | $29,366,000 | – | 368,204 | – | 10.30% | – |
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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% |