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 | $20,596,252 | -1.8% | 291,072 | +0.8% | 11.79% | +4.3% |
| Q2 2023 | $20,977,925 | +1.2% | 288,873 | +1.9% | 11.30% | -0.8% |
| Q1 2023 | $20,737,321 | -3.6% | 283,452 | -0.5% | 11.39% | +5.5% |
| Q4 2022 | $21,509,919 | -25.5% | 284,749 | -34.5% | 10.80% | -13.3% |
| Q3 2022 | $28,871,941 | +39.6% | 434,622 | +50.5% | 12.45% | +7.9% |
| Q2 2022 | $20,681,502 | +8.3% | 288,727 | +19.3% | 11.54% | +25.0% |
| Q1 2022 | $19,088,665 | -1.8% | 241,966 | +0.6% | 9.24% | -31.6% |
| Q4 2021 | $19,437,858 | – | 240,478 | – | 13.50% | – |
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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% |