SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,343,304 | +229.8% | 33,116 | +238.5% | 0.07% | +58.1% |
| Q2 2023 | $710,532 | +0.8% | 9,784 | +1.6% | 0.04% | -15.7% |
| Q1 2023 | $704,705 | -22.8% | 9,632 | -20.3% | 0.05% | -28.2% |
| Q4 2022 | $912,350 | +42.6% | 12,078 | +25.4% | 0.07% | +20.3% |
| Q3 2022 | $640,000 | +113.3% | 9,631 | +129.7% | 0.06% | +156.5% |
| Q2 2022 | $300,000 | -36.2% | 4,192 | -29.7% | 0.02% | -28.1% |
| Q1 2022 | $470,000 | +14.6% | 5,960 | +17.5% | 0.03% | +14.3% |
| Q4 2021 | $410,000 | +112.4% | 5,072 | +95.2% | 0.03% | +100.0% |
| Q3 2021 | $193,000 | -1.0% | 2,598 | +0.6% | 0.01% | -6.7% |
| Q2 2021 | $195,000 | +3150.0% | 2,582 | +2482.0% | 0.02% | +1400.0% |
| Q4 2020 | $6,000 | – | 100 | – | 0.00% | – |
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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% |