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 | $5,578,081 | +1.2% | 78,831 | +3.9% | 2.50% | -4.9% |
| Q2 2023 | $5,511,328 | -7.4% | 75,893 | -6.7% | 2.63% | -6.7% |
| Q1 2023 | $5,954,126 | -7.8% | 81,385 | -4.8% | 2.82% | -4.2% |
| Q4 2022 | $6,460,000 | +40.6% | 85,518 | +23.7% | 2.95% | +4.8% |
| Q3 2022 | $4,594,000 | -20.7% | 69,152 | -14.4% | 2.81% | -21.0% |
| Q2 2022 | $5,790,000 | +7.9% | 80,830 | +18.9% | 3.56% | +6.7% |
| Q1 2022 | $5,365,000 | – | 68,002 | – | 3.34% | – |
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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% |