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 | $822,482 | +126.1% | 11,624 | +132.1% | 0.66% | +139.2% |
| Q2 2023 | $363,754 | +10.6% | 5,009 | +11.4% | 0.28% | +11.2% |
| Q1 2023 | $329,000 | -89.5% | 4,497 | -89.2% | 0.25% | -88.6% |
| Q4 2022 | $3,143,142 | +10.9% | 41,609 | -2.5% | 2.19% | +5.6% |
| Q3 2022 | $2,834,000 | +149.9% | 42,655 | +169.6% | 2.07% | +167.6% |
| Q2 2022 | $1,134,000 | -79.1% | 15,824 | -78.0% | 0.78% | -78.2% |
| Q1 2022 | $5,437,000 | – | 72,053 | – | 3.55% | – |
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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% |