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 | $2,062 | -0.5% | 29,141 | +2.1% | 0.62% | +0.6% |
Q2 2023 | $2,072 | +25.0% | 28,530 | +25.9% | 0.62% | +16.8% |
Q1 2023 | $1,658 | -3.7% | 22,668 | -0.5% | 0.53% | -18.6% |
Q4 2022 | $1,721 | -99.9% | 22,776 | +9.3% | 0.65% | +18.0% |
Q3 2022 | $1,384,000 | +7.5% | 20,836 | +15.9% | 0.55% | +21.9% |
Q2 2022 | $1,288,000 | -6.1% | 17,979 | +3.4% | 0.45% | -2.4% |
Q1 2022 | $1,371,000 | +17.0% | 17,380 | +19.9% | 0.46% | +31.9% |
Q4 2021 | $1,172,000 | +7.8% | 14,495 | -1.0% | 0.35% | +4.2% |
Q3 2021 | $1,087,000 | +2.5% | 14,646 | +4.4% | 0.34% | +6.6% |
Q2 2021 | $1,061,000 | +24.4% | 14,028 | +19.9% | 0.32% | +17.9% |
Q1 2021 | $853,000 | – | 11,697 | – | 0.27% | – |
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% |