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 | $37,413,187 | -2.9% | 528,734 | -0.4% | 0.60% | -1.8% |
Q2 2023 | $38,538,485 | -1.6% | 530,687 | -0.8% | 0.62% | -9.4% |
Q1 2023 | $39,145,534 | -1.5% | 535,067 | +1.7% | 0.68% | -6.1% |
Q4 2022 | $39,742,639 | +15.9% | 526,114 | +2.0% | 0.72% | -0.8% |
Q3 2022 | $34,279,000 | -9.8% | 516,020 | -2.7% | 0.73% | -6.4% |
Q2 2022 | $37,987,000 | -8.1% | 530,318 | +1.2% | 0.78% | +1.7% |
Q1 2022 | $41,343,000 | +101.6% | 524,061 | +106.6% | 0.77% | +85.9% |
Q4 2021 | $20,505,000 | – | 253,682 | – | 0.41% | – |
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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% |