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 | $4,550,712 | +19.6% | 64,312 | +22.7% | 0.00% | – |
| Q2 2023 | $3,805,708 | -45.8% | 52,406 | -45.4% | 0.00% | – |
| Q1 2023 | $7,024,602 | +101.4% | 96,016 | +107.9% | 0.00% | – |
| Q4 2022 | $3,488,728 | +31.9% | 46,184 | +16.0% | 0.00% | – |
| Q3 2022 | $2,645,000 | +1.0% | 39,815 | +8.9% | 0.00% | – |
| Q2 2022 | $2,620,000 | -12.3% | 36,569 | -3.5% | 0.00% | – |
| Q1 2022 | $2,989,000 | +6.0% | 37,896 | +8.6% | 0.00% | – |
| Q4 2021 | $2,819,000 | +47.7% | 34,881 | +35.7% | 0.00% | – |
| Q3 2021 | $1,909,000 | +15.3% | 25,705 | +17.4% | 0.00% | – |
| Q2 2021 | $1,656,000 | +24.7% | 21,896 | +20.2% | 0.00% | – |
| Q1 2021 | $1,328,000 | +44.3% | 18,211 | +26.9% | 0.00% | – |
| Q4 2020 | $920,000 | +56.5% | 14,346 | +34.9% | 0.00% | – |
| Q3 2020 | $588,000 | +101.4% | 10,633 | +88.6% | 0.00% | – |
| Q2 2020 | $292,000 | -3.6% | 5,638 | -16.4% | 0.00% | – |
| Q1 2020 | $303,000 | -38.3% | 6,740 | -20.5% | 0.00% | – |
| Q4 2019 | $491,000 | +14.7% | 8,479 | +8.4% | 0.00% | – |
| Q3 2019 | $428,000 | +7.5% | 7,820 | +4.3% | 0.00% | – |
| Q2 2019 | $398,000 | -0.7% | 7,501 | -2.3% | 0.00% | – |
| Q1 2019 | $401,000 | +4912.5% | 7,674 | +4361.6% | 0.00% | – |
| Q4 2018 | $8,000 | – | 172 | +17100.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |