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 | $71,136,005 | -1.0% | 1,005,313 | +1.6% | 0.77% | +1.8% |
| Q2 2023 | $71,829,260 | +2.4% | 989,111 | +3.2% | 0.76% | -3.9% |
| Q1 2023 | $70,136,628 | +9.9% | 958,679 | +13.5% | 0.79% | +4.8% |
| Q4 2022 | $63,810,018 | +21.4% | 844,717 | +6.8% | 0.75% | +9.4% |
| Q3 2022 | $52,545,000 | -2.7% | 790,978 | +4.9% | 0.69% | +1.5% |
| Q2 2022 | $54,010,000 | -4.5% | 754,010 | +5.1% | 0.68% | +10.1% |
| Q1 2022 | $56,574,000 | +4.7% | 717,125 | +7.2% | 0.62% | +6.9% |
| Q4 2021 | $54,050,000 | +6.3% | 668,686 | -2.4% | 0.58% | -2.4% |
| Q3 2021 | $50,862,000 | -2.0% | 685,105 | -0.2% | 0.59% | -3.1% |
| Q2 2021 | $51,904,000 | +3.8% | 686,382 | +0.1% | 0.61% | -4.8% |
| Q1 2021 | $50,017,000 | +14.3% | 685,912 | +0.6% | 0.64% | -4.3% |
| Q4 2020 | $43,754,000 | +15.4% | 682,160 | -0.5% | 0.67% | +1.4% |
| Q3 2020 | $37,929,000 | +7.9% | 685,875 | +0.9% | 0.66% | +0.5% |
| Q2 2020 | $35,168,000 | +31.4% | 679,569 | +14.2% | 0.66% | +25.9% |
| Q1 2020 | $26,766,000 | -7.7% | 595,036 | +18.8% | 0.52% | +11.3% |
| Q4 2019 | $29,006,000 | +14.4% | 500,787 | +8.2% | 0.47% | +3.3% |
| Q3 2019 | $25,361,000 | +13.3% | 462,963 | +9.7% | 0.45% | +8.9% |
| Q2 2019 | $22,391,000 | +17.3% | 421,908 | +15.6% | 0.42% | +27.1% |
| Q1 2019 | $19,081,000 | +27.0% | 364,976 | +14.1% | 0.33% | +11.9% |
| Q4 2018 | $15,025,000 | -9.6% | 319,878 | +2.0% | 0.29% | -1.0% |
| Q3 2018 | $16,625,000 | +4.8% | 313,676 | -2.5% | 0.30% | -4.8% |
| Q2 2018 | $15,859,000 | +6.2% | 321,758 | +5.6% | 0.31% | +0.6% |
| Q1 2018 | $14,934,000 | +8.3% | 304,587 | +13.0% | 0.31% | +6.9% |
| Q4 2017 | $13,788,000 | +22.3% | 269,450 | +11.9% | 0.29% | +30.8% |
| Q3 2017 | $11,271,000 | +25.9% | 240,845 | +21.4% | 0.22% | +9.4% |
| Q2 2017 | $8,949,000 | +31.9% | 198,439 | +30.4% | 0.20% | +22.4% |
| Q1 2017 | $6,786,000 | +32.0% | 152,221 | +29.0% | 0.16% | +41.0% |
| Q4 2016 | $5,141,000 | +68.9% | 118,001 | +64.1% | 0.12% | +53.9% |
| Q3 2016 | $3,043,000 | +148.2% | 71,927 | +143.0% | 0.08% | +111.1% |
| Q2 2016 | $1,226,000 | +413.0% | 29,602 | +396.2% | 0.04% | +414.3% |
| Q1 2016 | $239,000 | +32.8% | 5,966 | +27.6% | 0.01% | +16.7% |
| Q4 2015 | $180,000 | – | 4,674 | – | 0.01% | – |
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% |