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 | $72,395,103 | -5.5% | 1,023,108 | -3.1% | 0.10% | -2.9% |
| Q2 2023 | $76,648,163 | +4.6% | 1,055,468 | +5.4% | 0.10% | 0.0% |
| Q1 2023 | $73,254,210 | +13.2% | 1,001,276 | +16.8% | 0.10% | +8.2% |
| Q4 2022 | $64,739,646 | +80.1% | 857,029 | +58.3% | 0.10% | +64.4% |
| Q3 2022 | $35,954,000 | +17.4% | 541,254 | +26.6% | 0.06% | +22.9% |
| Q2 2022 | $30,613,000 | +30.1% | 427,380 | +43.2% | 0.05% | +50.0% |
| Q1 2022 | $23,538,000 | -0.5% | 298,373 | +2.0% | 0.03% | +3.2% |
| Q4 2021 | $23,649,000 | +138.0% | 292,586 | +118.6% | 0.03% | +106.7% |
| Q3 2021 | $9,935,000 | +43.9% | 133,830 | +46.6% | 0.02% | +50.0% |
| Q2 2021 | $6,905,000 | +20.2% | 91,294 | +15.9% | 0.01% | +11.1% |
| Q1 2021 | $5,744,000 | +120.9% | 78,754 | +94.2% | 0.01% | +80.0% |
| Q4 2020 | $2,600,000 | +87.3% | 40,546 | +61.6% | 0.01% | +66.7% |
| Q3 2020 | $1,388,000 | -3.9% | 25,092 | -10.0% | 0.00% | 0.0% |
| Q2 2020 | $1,444,000 | +56.4% | 27,890 | +35.9% | 0.00% | 0.0% |
| Q1 2020 | $923,000 | -1.2% | 20,525 | +27.1% | 0.00% | +50.0% |
| Q4 2019 | $934,000 | +35.0% | 16,144 | +27.6% | 0.00% | 0.0% |
| Q3 2019 | $692,000 | +15.3% | 12,652 | +11.7% | 0.00% | 0.0% |
| Q2 2019 | $600,000 | +23.5% | 11,324 | +21.8% | 0.00% | +100.0% |
| Q1 2019 | $486,000 | +60.4% | 9,297 | +43.8% | 0.00% | 0.0% |
| Q4 2018 | $303,000 | -0.3% | 6,464 | +12.4% | 0.00% | 0.0% |
| Q3 2018 | $304,000 | +5.9% | 5,753 | -0.4% | 0.00% | 0.0% |
| Q2 2018 | $287,000 | -1.0% | 5,779 | -1.8% | 0.00% | 0.0% |
| Q1 2018 | $290,000 | +8.6% | 5,884 | +12.5% | 0.00% | 0.0% |
| Q4 2017 | $267,000 | +9.0% | 5,229 | -7.1% | 0.00% | 0.0% |
| Q4 2016 | $245,000 | +21.3% | 5,631 | +17.9% | 0.00% | 0.0% |
| Q3 2016 | $202,000 | -11.8% | 4,777 | -13.1% | 0.00% | 0.0% |
| Q2 2016 | $229,000 | – | 5,497 | – | 0.00% | – |
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% |