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 | $4,209,568 | +2.2% | 59,491 | +4.8% | 0.20% | -7.0% |
| Q2 2023 | $4,120,800 | +6.2% | 56,745 | +7.0% | 0.21% | -5.7% |
| Q1 2023 | $3,880,304 | +24.6% | 53,039 | +28.7% | 0.23% | +6.6% |
| Q4 2022 | $3,113,832 | +56.8% | 41,221 | +37.9% | 0.21% | +41.1% |
| Q3 2022 | $1,986,000 | +5.4% | 29,894 | +13.7% | 0.15% | +4.1% |
| Q2 2022 | $1,884,000 | -19.7% | 26,301 | -11.5% | 0.14% | -11.0% |
| Q1 2022 | $2,345,000 | -2.6% | 29,724 | -0.2% | 0.16% | -5.2% |
| Q4 2021 | $2,407,000 | +17.3% | 29,774 | +7.7% | 0.17% | +11.7% |
| Q3 2021 | $2,052,000 | +8.1% | 27,645 | +10.1% | 0.15% | +2.7% |
| Q2 2021 | $1,899,000 | +35.3% | 25,108 | +30.4% | 0.15% | +15.4% |
| Q1 2021 | $1,404,000 | +44.6% | 19,248 | +27.2% | 0.13% | +42.9% |
| Q4 2020 | $971,000 | +71.9% | 15,133 | +48.0% | 0.09% | +42.2% |
| Q3 2020 | $565,000 | – | 10,224 | – | 0.06% | – |
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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% |