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 | $262,453 | -1.0% | 3,709 | +1.6% | 0.05% | +3.9% |
| Q2 2023 | $265,202 | +17.9% | 3,652 | +28.3% | 0.05% | +37.8% |
| Q1 2022 | $225,000 | -2.2% | 2,847 | +0.0% | 0.04% | 0.0% |
| Q4 2021 | $230,000 | -2.5% | 2,846 | -10.6% | 0.04% | -9.8% |
| Q3 2021 | $236,000 | -2.1% | 3,185 | +0.0% | 0.04% | -2.4% |
| Q2 2021 | $241,000 | +3.9% | 3,184 | -0.1% | 0.04% | 0.0% |
| Q1 2021 | $232,000 | +13.7% | 3,188 | +0.1% | 0.04% | +13.5% |
| Q4 2020 | $204,000 | -92.2% | 3,186 | -94.5% | 0.04% | -96.3% |
| Q1 2020 | $2,616,000 | -17.2% | 58,163 | +6.6% | 0.99% | +8.0% |
| Q4 2019 | $3,161,000 | +17.7% | 54,582 | +11.4% | 0.92% | +8.8% |
| Q3 2019 | $2,685,000 | +8.0% | 49,012 | +4.6% | 0.84% | +9.8% |
| Q2 2019 | $2,486,000 | -5.1% | 46,850 | -6.5% | 0.77% | +0.1% |
| Q1 2019 | $2,620,000 | +6.8% | 50,124 | -4.1% | 0.77% | -6.0% |
| Q4 2018 | $2,454,000 | -7.7% | 52,241 | +4.1% | 0.82% | +8.7% |
| Q3 2018 | $2,660,000 | +4.7% | 50,198 | -2.6% | 0.75% | -3.5% |
| Q2 2018 | $2,541,000 | +0.6% | 51,562 | +0.1% | 0.78% | -2.3% |
| Q1 2018 | $2,526,000 | +0.9% | 51,523 | +5.3% | 0.80% | +7.3% |
| Q4 2017 | $2,503,000 | +8.0% | 48,913 | -1.2% | 0.74% | +3.1% |
| Q3 2017 | $2,317,000 | +11.0% | 49,509 | +6.9% | 0.72% | +17.3% |
| Q2 2017 | $2,088,000 | +15.5% | 46,292 | +14.1% | 0.61% | -0.2% |
| Q1 2017 | $1,808,000 | +14.4% | 40,560 | +11.8% | 0.61% | +13.9% |
| Q4 2016 | $1,581,000 | +26.8% | 36,293 | +23.1% | 0.54% | +24.5% |
| Q3 2016 | $1,247,000 | +76.6% | 29,481 | +73.1% | 0.43% | +71.8% |
| Q2 2016 | $706,000 | – | 17,028 | – | 0.25% | – |
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% |