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 | $478,927 | +0.5% | 6,768 | +3.2% | 0.06% | +1.6% |
| Q2 2023 | $476,365 | -7.9% | 6,560 | -7.2% | 0.06% | -14.1% |
| Q1 2023 | $517,323 | +8.5% | 7,071 | +12.0% | 0.07% | -6.6% |
| Q4 2022 | $476,941 | +37.1% | 6,314 | +20.5% | 0.08% | +20.6% |
| Q3 2022 | $348,000 | +22.1% | 5,241 | +31.5% | 0.06% | +21.2% |
| Q2 2022 | $285,000 | -8.7% | 3,985 | +0.9% | 0.05% | -5.5% |
| Q1 2022 | $312,000 | +4.0% | 3,949 | +6.5% | 0.06% | -3.5% |
| Q4 2021 | $300,000 | +19.5% | 3,708 | +9.6% | 0.06% | -1.7% |
| Q3 2021 | $251,000 | -0.4% | 3,384 | +1.5% | 0.06% | -4.9% |
| Q2 2021 | $252,000 | +16.7% | 3,333 | +12.7% | 0.06% | -3.2% |
| Q1 2021 | $216,000 | +14.9% | 2,957 | +0.7% | 0.06% | -3.1% |
| Q4 2020 | $188,000 | +16.8% | 2,936 | +0.9% | 0.06% | -1.5% |
| Q3 2020 | $161,000 | -8.0% | 2,909 | -13.8% | 0.07% | -16.5% |
| Q2 2020 | $175,000 | – | 3,374 | – | 0.08% | – |
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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% |