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 | $853,932 | +0.1% | 12,068 | +2.8% | 0.12% | +6.0% |
Q2 2023 | $852,777 | +11.4% | 11,743 | +12.2% | 0.12% | +6.4% |
Q1 2023 | $765,839 | +1868.6% | 10,468 | +1932.6% | 0.11% | +1733.3% |
Q4 2022 | $38,903 | -86.9% | 515 | -90.0% | 0.01% | -83.3% |
Q4 2019 | $297,000 | +28.0% | 5,130 | +21.0% | 0.04% | +44.0% |
Q3 2019 | $232,000 | +3.1% | 4,240 | 0.0% | 0.02% | +4.2% |
Q2 2019 | $225,000 | +10.3% | 4,240 | +8.7% | 0.02% | +14.3% |
Q1 2019 | $204,000 | +124.2% | 3,900 | +101.0% | 0.02% | +110.0% |
Q4 2018 | $91,000 | – | 1,940 | – | 0.01% | – |
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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% |