SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,148,644 | +11.9% | 15,088 | +4.1% | 0.18% | +1.7% |
| Q3 2023 | $1,026,042 | +180.6% | 14,500 | +188.0% | 0.18% | +66.1% |
| Q2 2023 | $365,641 | -68.5% | 5,035 | -68.3% | 0.11% | -45.5% |
| Q1 2023 | $1,160,800 | -82.5% | 15,867 | -81.4% | 0.20% | -56.8% |
| Q4 2022 | $6,624,083 | +3.8% | 85,307 | +1.7% | 0.46% | -0.6% |
| Q3 2022 | $6,381,000 | +6.0% | 83,921 | +5.5% | 0.47% | +11.5% |
| Q1 2022 | $6,019,000 | – | 79,577 | – | 0.42% | – |
Download | ||||||
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% |