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 | $805,972 | -1.8% | 11,390 | +0.8% | 0.09% | -17.3% |
| Q2 2023 | $820,798 | -12.8% | 11,303 | -12.1% | 0.10% | +2.0% |
| Q1 2023 | $940,902 | -4.0% | 12,861 | -0.9% | 0.10% | -8.1% |
| Q4 2022 | $980,093 | +21.3% | 12,974 | +6.7% | 0.11% | +23.3% |
| Q3 2022 | $808,000 | +1.0% | 12,159 | +8.9% | 0.09% | +7.1% |
| Q2 2022 | $800,000 | -1.2% | 11,162 | +8.8% | 0.08% | +10.5% |
| Q1 2022 | $810,000 | -1.7% | 10,263 | +0.6% | 0.08% | 0.0% |
| Q4 2021 | $824,000 | +8.4% | 10,197 | -0.4% | 0.08% | +7.0% |
| Q3 2021 | $760,000 | -1.0% | 10,235 | +0.8% | 0.07% | -1.4% |
| Q2 2021 | $768,000 | +4.5% | 10,156 | +0.7% | 0.07% | -6.5% |
| Q1 2021 | $735,000 | +32.4% | 10,083 | +16.6% | 0.08% | +22.2% |
| Q4 2020 | $555,000 | +28.8% | 8,651 | +11.0% | 0.06% | +6.8% |
| Q3 2020 | $431,000 | +8.0% | 7,792 | +1.0% | 0.06% | 0.0% |
| Q2 2020 | $399,000 | +48.9% | 7,717 | +10.2% | 0.06% | -61.7% |
| Q2 2014 | $268,000 | – | 7,000 | – | 0.15% | – |
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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% |