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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,092,356 | +7.6% | 27,484 | 0.0% | 0.56% | -3.0% |
| Q3 2023 | $1,944,767 | -2.6% | 27,484 | 0.0% | 0.58% | +1.2% |
| Q2 2023 | $1,995,888 | -1.3% | 27,484 | -0.6% | 0.57% | -7.2% |
| Q1 2023 | $2,022,800 | +96731.0% | 27,649 | 0.0% | 0.61% | -11.0% |
| Q4 2022 | $2,089 | -99.9% | 27,649 | 0.0% | 0.69% | +5.7% |
| Q3 2022 | $1,837,000 | -7.2% | 27,649 | 0.0% | 0.65% | -4.4% |
| Q2 2022 | $1,980,000 | -8.6% | 27,649 | +0.7% | 0.68% | +4.3% |
| Q1 2022 | $2,166,000 | -1.8% | 27,453 | +0.6% | 0.65% | +0.5% |
| Q4 2021 | $2,206,000 | +8.9% | 27,288 | 0.0% | 0.65% | -2.4% |
| Q3 2021 | $2,026,000 | -1.8% | 27,288 | 0.0% | 0.67% | -1.8% |
| Q2 2021 | $2,064,000 | +3.8% | 27,288 | 0.0% | 0.68% | -2.2% |
| Q1 2021 | $1,989,000 | +50.1% | 27,288 | +32.1% | 0.69% | +44.7% |
| Q4 2020 | $1,325,000 | +3.4% | 20,650 | -10.8% | 0.48% | -9.8% |
| Q3 2020 | $1,281,000 | +9.0% | 23,150 | +2.0% | 0.53% | -0.6% |
| Q2 2020 | $1,175,000 | +15.1% | 22,700 | 0.0% | 0.53% | -1.1% |
| Q1 2020 | $1,021,000 | +4.9% | 22,700 | +35.1% | 0.54% | +31.7% |
| Q4 2019 | $973,000 | +5.6% | 16,800 | 0.0% | 0.41% | -2.6% |
| Q3 2019 | $921,000 | +3.4% | 16,800 | 0.0% | 0.42% | +2.4% |
| Q2 2019 | $891,000 | +1.5% | 16,800 | 0.0% | 0.41% | +6.5% |
| Q1 2019 | $878,000 | +11.1% | 16,800 | 0.0% | 0.39% | -2.0% |
| Q4 2018 | $790,000 | +6.5% | 16,800 | +20.0% | 0.39% | +23.5% |
| Q3 2018 | $742,000 | +7.5% | 14,000 | 0.0% | 0.32% | +3.2% |
| Q2 2018 | $690,000 | +0.6% | 14,000 | 0.0% | 0.31% | -1.9% |
| Q1 2018 | $686,000 | -4.2% | 14,000 | 0.0% | 0.32% | 0.0% |
| Q4 2017 | $716,000 | – | 14,000 | – | 0.32% | – |
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% |