SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,245,989 | +11.9% | 187,196 | +13.9% | 0.01% | -6.7% |
| Q2 2023 | $11,838,444 | +54107.8% | 164,400 | -45.6% | 0.02% | -55.9% |
| Q1 2023 | $21,839 | +30.4% | 302,060 | +36.2% | 0.03% | +36.0% |
| Q4 2022 | $16,753 | -99.8% | 221,774 | +52.5% | 0.02% | +47.1% |
| Q2 2022 | $10,448,000 | +19.5% | 145,408 | +32.8% | 0.02% | +54.5% |
| Q1 2022 | $8,744,000 | +59.3% | 109,500 | +50.4% | 0.01% | +83.3% |
| Q3 2021 | $5,488,000 | +48.9% | 72,800 | +48.6% | 0.01% | +20.0% |
| Q2 2021 | $3,686,000 | +87.9% | 49,000 | +27.6% | 0.01% | 0.0% |
| Q2 2020 | $1,962,000 | +80.7% | 38,400 | +61.8% | 0.01% | +25.0% |
| Q1 2020 | $1,086,000 | +207.6% | 23,731 | +289.0% | 0.00% | +300.0% |
| Q4 2019 | $353,000 | -46.6% | 6,100 | -57.0% | 0.00% | -50.0% |
| Q4 2018 | $661,000 | -50.9% | 14,200 | -48.3% | 0.00% | -33.3% |
| Q2 2018 | $1,347,000 | 0.0% | 27,456 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,347,000 | +137.6% | 27,456 | +147.9% | 0.00% | +50.0% |
| Q4 2017 | $567,000 | +40.3% | 11,074 | +28.4% | 0.00% | 0.0% |
| Q3 2017 | $404,000 | -31.2% | 8,622 | -33.9% | 0.00% | -33.3% |
| Q2 2017 | $587,000 | -29.7% | 13,049 | -34.4% | 0.00% | -25.0% |
| Q3 2016 | $835,000 | – | 19,900 | – | 0.00% | – |
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% |