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 | $2,079,488 | -7.4% | 29,388 | -5.0% | 0.04% | -5.1% |
| Q2 2023 | $2,246,274 | -68.8% | 30,932 | -68.6% | 0.04% | -70.2% |
| Q1 2023 | $7,204,892 | -14.1% | 98,495 | -11.3% | 0.13% | -19.6% |
| Q4 2022 | $8,391,117 | +35.6% | 111,082 | +19.3% | 0.16% | +25.4% |
| Q3 2022 | $6,186,000 | +70.7% | 93,117 | +84.1% | 0.13% | +78.1% |
| Q2 2022 | $3,623,000 | +179.1% | 50,580 | +207.5% | 0.07% | +231.8% |
| Q1 2022 | $1,298,000 | +1.5% | 16,451 | +4.0% | 0.02% | +4.8% |
| Q4 2021 | $1,279,000 | +8.9% | 15,821 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,175,000 | -1.8% | 15,821 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,196,000 | +183.4% | 15,821 | +173.2% | 0.02% | +162.5% |
| Q1 2021 | $422,000 | +290.7% | 5,790 | +244.2% | 0.01% | +300.0% |
| Q4 2020 | $108,000 | +575.0% | 1,682 | +478.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 291 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | +15.4% | 291 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | -23.5% | 291 | 0.0% | 0.00% | – |
| Q4 2019 | $17,000 | +6.2% | 291 | 0.0% | 0.00% | – |
| Q3 2019 | $16,000 | +6.7% | 291 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | 0.0% | 291 | 0.0% | 0.00% | – |
| Q1 2019 | $15,000 | +7.1% | 291 | 0.0% | 0.00% | – |
| Q4 2018 | $14,000 | -6.7% | 291 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | +7.1% | 291 | 0.0% | 0.00% | – |
| Q2 2018 | $14,000 | 0.0% | 291 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | -6.7% | 291 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | +7.1% | 291 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 291 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $13,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $13,000 | +8.3% | 291 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +50.0% | 291 | +36.0% | 0.00% | – |
| Q3 2015 | $8,000 | 0.0% | 214 | +0.9% | 0.00% | – |
| Q2 2015 | $8,000 | 0.0% | 212 | +0.5% | 0.00% | – |
| Q1 2015 | $8,000 | 0.0% | 211 | +1.0% | 0.00% | – |
| Q4 2014 | $8,000 | – | 209 | – | 0.00% | – |
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% |