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 | $84,771 | +247.3% | 1,198 | +256.5% | 0.01% | +300.0% |
| Q2 2023 | $24,411 | -0.6% | 336 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24,569 | -3.1% | 336 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $25,345 | +744.8% | 336 | +761.5% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -70.0% | 39 | -68.0% | 0.00% | -100.0% |
| Q1 2022 | $10,000 | +66.7% | 122 | +47.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +25.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | -94.9% | 83 | -95.3% | 0.00% | -92.3% |
| Q1 2020 | $79,000 | -92.7% | 1,750 | -90.7% | 0.01% | -92.1% |
| Q4 2019 | $1,085,000 | -11.5% | 18,728 | -16.3% | 0.16% | -17.5% |
| Q3 2019 | $1,226,000 | +7.4% | 22,386 | +4.1% | 0.20% | +5.8% |
| Q2 2019 | $1,141,000 | +303.2% | 21,508 | +297.3% | 0.19% | +285.7% |
| Q1 2019 | $283,000 | +9.7% | 5,414 | -1.2% | 0.05% | 0.0% |
| Q4 2018 | $258,000 | +2050.0% | 5,482 | +2391.8% | 0.05% | +2350.0% |
| Q3 2018 | $12,000 | +9.1% | 220 | -4.8% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | -88.5% | 231 | -88.2% | 0.00% | -89.5% |
| Q1 2018 | $96,000 | -4.0% | 1,952 | -0.2% | 0.02% | 0.0% |
| Q4 2017 | $100,000 | +9.9% | 1,956 | +0.7% | 0.02% | +5.6% |
| Q3 2017 | $91,000 | +1.1% | 1,943 | -2.4% | 0.02% | 0.0% |
| Q2 2017 | $90,000 | +3.4% | 1,990 | +2.5% | 0.02% | 0.0% |
| Q1 2017 | $87,000 | +2075.0% | 1,942 | +1842.0% | 0.02% | +1700.0% |
| Q3 2015 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $4,000 | – | 100 | – | 0.00% | – |
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% |