SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,967,325 | +1.6% | 253,919 | +4.3% | 0.90% | +2.9% |
| Q2 2023 | $17,682,606 | +5.5% | 243,495 | +6.3% | 0.88% | -4.3% |
| Q1 2023 | $16,762,657 | +13.8% | 229,123 | +17.5% | 0.92% | +1.8% |
| Q4 2022 | $14,725,137 | +122.0% | 194,932 | +110.5% | 0.90% | +100.7% |
| Q3 2022 | $6,632,000 | 0.0% | 92,588 | 0.0% | 0.45% | 0.0% |
| Q2 2022 | $6,632,000 | +56.0% | 92,588 | +76.0% | 0.45% | +77.1% |
| Q4 2021 | $4,252,000 | -92.2% | 52,601 | -92.9% | 0.25% | -85.5% |
| Q3 2021 | $54,770,000 | +1.0% | 737,739 | +2.8% | 1.75% | +1.1% |
| Q2 2021 | $54,244,000 | +14.1% | 717,329 | +10.0% | 1.73% | +1.1% |
| Q1 2021 | $47,532,000 | – | 651,838 | – | 1.71% | – |
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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% |