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 | $404,236 | -14.0% | 5,713 | -11.7% | 0.05% | -5.7% |
| Q2 2023 | $469,980 | +13.3% | 6,472 | +14.1% | 0.05% | +8.2% |
| Q1 2023 | $414,947 | -13.5% | 5,672 | -10.7% | 0.05% | -46.2% |
| Q4 2022 | $479,812 | +32.5% | 6,352 | +38.4% | 0.09% | -34.1% |
| Q1 2022 | $362,000 | +10.4% | 4,589 | +13.2% | 0.14% | +31.4% |
| Q4 2021 | $328,000 | +5.1% | 4,054 | -3.6% | 0.10% | -24.5% |
| Q3 2021 | $312,000 | -4.3% | 4,206 | -2.5% | 0.14% | -28.7% |
| Q2 2021 | $326,000 | -18.7% | 4,316 | -21.6% | 0.20% | +298.0% |
| Q1 2021 | $401,000 | +60.4% | 5,504 | +41.5% | 0.05% | +44.1% |
| Q4 2020 | $250,000 | -12.0% | 3,891 | -24.8% | 0.03% | -20.9% |
| Q3 2019 | $284,000 | -20.4% | 5,177 | -23.1% | 0.04% | -15.7% |
| Q2 2019 | $357,000 | -15.2% | 6,734 | -16.3% | 0.05% | -20.3% |
| Q1 2019 | $421,000 | -66.2% | 8,049 | -69.7% | 0.06% | -71.4% |
| Q4 2018 | $1,246,000 | +458.7% | 26,522 | +507.7% | 0.22% | +489.5% |
| Q4 2017 | $223,000 | +11.5% | 4,364 | +1.9% | 0.04% | +11.8% |
| Q3 2017 | $200,000 | – | 4,282 | – | 0.03% | – |
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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% |