SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,461,537 | -1.5% | 161,978 | +1.1% | 7.79% | +1.0% |
| Q2 2023 | $11,630,938 | +9.5% | 160,162 | +10.3% | 7.71% | +3.9% |
| Q1 2023 | $10,619,698 | +8.1% | 145,157 | +11.6% | 7.42% | +2.5% |
| Q4 2022 | $9,824,405 | +18.4% | 130,056 | +4.2% | 7.24% | +9.4% |
| Q3 2022 | $8,295,000 | +1.8% | 124,865 | +9.8% | 6.62% | +5.6% |
| Q2 2022 | $8,146,000 | -1.1% | 113,723 | +8.9% | 6.27% | +9.3% |
| Q1 2022 | $8,237,000 | +9.9% | 104,411 | +12.6% | 5.73% | +8.5% |
| Q4 2021 | $7,498,000 | – | 92,756 | – | 5.28% | – |
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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% |