SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,034,746 | -0.8% | 28,756 | +1.8% | 0.16% | +3.9% |
| Q2 2023 | $2,051,922 | -0.7% | 28,256 | +0.1% | 0.15% | -5.0% |
| Q1 2023 | $2,065,497 | +1.7% | 28,233 | +5.0% | 0.16% | 0.0% |
| Q4 2022 | $2,031,089 | -4.1% | 26,888 | -15.7% | 0.16% | -12.6% |
| Q3 2022 | $2,118,000 | -7.3% | 31,888 | 0.0% | 0.18% | +2.2% |
| Q2 2022 | $2,284,000 | -9.2% | 31,888 | 0.0% | 0.18% | +3.5% |
| Q1 2022 | $2,516,000 | -1.6% | 31,888 | +0.8% | 0.17% | +3.6% |
| Q4 2021 | $2,557,000 | +29.3% | 31,633 | +18.8% | 0.17% | +18.4% |
| Q3 2021 | $1,977,000 | -1.8% | 26,633 | 0.0% | 0.14% | -2.8% |
| Q2 2021 | $2,014,000 | +3.7% | 26,633 | 0.0% | 0.14% | -4.6% |
| Q1 2021 | $1,942,000 | +43.3% | 26,633 | +26.0% | 0.15% | +34.5% |
| Q4 2020 | $1,355,000 | +35.2% | 21,133 | +16.7% | 0.11% | +21.5% |
| Q3 2020 | $1,002,000 | +37.6% | 18,114 | +28.8% | 0.09% | +24.0% |
| Q2 2020 | $728,000 | +24.4% | 14,069 | +8.2% | 0.08% | +7.1% |
| Q1 2020 | $585,000 | – | 13,000 | – | 0.07% | – |
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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% |