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 | $12,414,007 | -2.9% | 175,438 | -0.3% | 0.57% | -1.2% |
| Q2 2023 | $12,784,278 | +1.3% | 176,043 | +2.0% | 0.58% | -3.8% |
| Q1 2023 | $12,625,107 | +93920.8% | 172,568 | -2.9% | 0.60% | +0.2% |
| Q4 2022 | $13,428 | -99.9% | 177,755 | +1.1% | 0.60% | +8.5% |
| Q3 2022 | $11,684,000 | -2.8% | 175,896 | +4.8% | 0.55% | +5.3% |
| Q2 2022 | $12,021,000 | -27.2% | 167,820 | -19.8% | 0.53% | -9.0% |
| Q1 2022 | $16,513,000 | -18.2% | 209,310 | -16.2% | 0.58% | -11.2% |
| Q4 2021 | $20,178,000 | +4.4% | 249,643 | -4.1% | 0.65% | +66.9% |
| Q3 2021 | $19,325,000 | +6.4% | 260,320 | +8.4% | 0.39% | -43.0% |
| Q2 2021 | $18,167,000 | +6.6% | 240,248 | +2.8% | 0.68% | -1.7% |
| Q1 2021 | $17,046,000 | – | 233,761 | – | 0.70% | – |
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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% |