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 | $23,203,124 | -2.9% | 327,913 | -0.3% | 0.33% | -2.9% |
| Q2 2023 | $23,887,114 | +16.8% | 328,933 | +17.7% | 0.34% | +4.9% |
| Q1 2023 | $20,444,269 | -2.7% | 279,446 | +0.5% | 0.33% | -10.7% |
| Q4 2022 | $21,006,088 | +54.9% | 278,079 | +36.2% | 0.37% | +38.1% |
| Q3 2022 | $13,558,000 | +44.2% | 204,097 | +55.5% | 0.26% | +48.0% |
| Q2 2022 | $9,399,000 | +19.1% | 131,219 | +31.1% | 0.18% | +38.8% |
| Q1 2022 | $7,894,000 | +46.2% | 100,065 | +49.8% | 0.13% | +51.8% |
| Q4 2021 | $5,399,000 | +0.2% | 66,791 | -8.0% | 0.08% | -7.6% |
| Q3 2021 | $5,389,000 | -1.1% | 72,593 | +0.7% | 0.09% | -2.1% |
| Q2 2021 | $5,450,000 | +22.6% | 72,070 | +18.2% | 0.09% | 0.0% |
| Q1 2021 | $4,445,000 | +35.4% | 60,955 | +19.1% | 0.09% | +25.3% |
| Q4 2020 | $3,282,000 | +130.8% | 51,167 | +99.0% | 0.08% | +102.7% |
| Q3 2020 | $1,422,000 | +35.7% | 25,708 | +27.0% | 0.04% | +23.3% |
| Q2 2020 | $1,048,000 | +37.5% | 20,245 | +19.6% | 0.03% | +11.1% |
| Q1 2020 | $762,000 | +11.4% | 16,934 | +43.3% | 0.03% | +35.0% |
| Q4 2019 | $684,000 | – | 11,817 | – | 0.02% | – |
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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% |