SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606,353 | -2.1% | 8,569 | +0.5% | 0.02% | +5.0% |
| Q2 2023 | $619,233 | +13.2% | 8,527 | +14.1% | 0.02% | +5.3% |
| Q1 2023 | $546,807 | -7.8% | 7,474 | -4.8% | 0.02% | -13.6% |
| Q4 2022 | $593,082 | +14.5% | 7,851 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $518,000 | 0.0% | 7,796 | +7.8% | 0.02% | 0.0% |
| Q2 2022 | $518,000 | -6.2% | 7,231 | +0.3% | 0.02% | 0.0% |
| Q1 2022 | $552,000 | +6.2% | 7,210 | +12.1% | 0.02% | +22.2% |
| Q4 2021 | $520,000 | +9.0% | 6,430 | +0.2% | 0.02% | -5.3% |
| Q3 2021 | $477,000 | -1.6% | 6,419 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $485,000 | +16.3% | 6,409 | +12.1% | 0.02% | +5.6% |
| Q1 2021 | $417,000 | +13.9% | 5,717 | +0.2% | 0.02% | +5.9% |
| Q4 2020 | $366,000 | +30.2% | 5,708 | +12.2% | 0.02% | +13.3% |
| Q3 2020 | $281,000 | -3.4% | 5,086 | -9.7% | 0.02% | -16.7% |
| Q2 2020 | $291,000 | +15.0% | 5,633 | +0.2% | 0.02% | -5.3% |
| Q1 2020 | $253,000 | +5.0% | 5,620 | +35.3% | 0.02% | +35.7% |
| Q4 2019 | $241,000 | +5.7% | 4,154 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $228,000 | -10.2% | 4,154 | -13.2% | 0.01% | -12.5% |
| Q2 2019 | $254,000 | -10.6% | 4,787 | -12.0% | 0.02% | -11.1% |
| Q1 2019 | $284,000 | +11.4% | 5,439 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $255,000 | -11.1% | 5,439 | +0.6% | 0.02% | +5.9% |
| Q3 2018 | $287,000 | +7.5% | 5,408 | 0.0% | 0.02% | -19.0% |
| Q2 2018 | $267,000 | +19.7% | 5,408 | +18.9% | 0.02% | +16.7% |
| Q1 2018 | $223,000 | – | 4,550 | – | 0.02% | – |
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% |