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 | $15,936,638 | -10.8% | 225,221 | -8.4% | 0.77% | -5.9% |
Q2 2023 | $17,860,583 | +6578.7% | 245,946 | +6629.0% | 0.82% | +5757.1% |
Q1 2023 | $267,425 | -8.1% | 3,655 | -5.2% | 0.01% | -12.5% |
Q4 2022 | $291,107 | +20.8% | 3,854 | +6.3% | 0.02% | +6.7% |
Q3 2022 | $241,000 | +3.4% | 3,626 | +11.5% | 0.02% | +15.4% |
Q2 2022 | $233,000 | -19.1% | 3,253 | -10.9% | 0.01% | -7.1% |
Q1 2022 | $288,000 | +13.4% | 3,650 | +16.1% | 0.01% | +16.7% |
Q4 2021 | $254,000 | +6.7% | 3,143 | -0.0% | 0.01% | -7.7% |
Q2 2021 | $238,000 | +3.9% | 3,144 | +0.1% | 0.01% | -7.1% |
Q1 2021 | $229,000 | +13.9% | 3,141 | +0.3% | 0.01% | 0.0% |
Q4 2020 | $201,000 | – | 3,131 | – | 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% |