SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,108,139 | +5.6% | 58,057 | +8.4% | 0.43% | +8.8% |
| Q2 2023 | $3,890,351 | +80.9% | 53,571 | -75.5% | 0.40% | +230.0% |
| Q1 2023 | $2,150,876 | -62.5% | 218,741 | +188.4% | 0.12% | -53.1% |
| Q4 2022 | $5,729,397 | +1050.5% | 75,846 | +912.4% | 0.26% | +782.8% |
| Q3 2022 | $498,000 | -8.6% | 7,492 | -0.8% | 0.03% | -39.6% |
| Q2 2022 | $545,000 | -57.5% | 7,554 | -53.5% | 0.05% | -33.3% |
| Q1 2022 | $1,281,000 | -93.0% | 16,236 | -92.8% | 0.07% | -95.3% |
| Q4 2021 | $18,245,000 | +146.6% | 225,720 | +122.5% | 1.54% | +160.6% |
| Q1 2021 | $7,398,000 | – | 101,451 | – | 0.59% | – |
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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% |