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 | $22,506,631 | -2.4% | 318,070 | +0.1% | 2.92% | +1.7% |
| Q2 2023 | $23,066,929 | +2.8% | 317,639 | +3.5% | 2.87% | -5.4% |
| Q1 2023 | $22,447,946 | +2.1% | 306,834 | +5.4% | 3.03% | -8.2% |
| Q4 2022 | $21,985,755 | +25.0% | 291,048 | +9.9% | 3.30% | +13.0% |
| Q3 2022 | $17,588,000 | +2.3% | 264,762 | +10.3% | 2.92% | +5.4% |
| Q2 2022 | $17,197,000 | +1.9% | 240,087 | +12.2% | 2.77% | +14.0% |
| Q1 2022 | $16,879,000 | +37.4% | 213,959 | +40.8% | 2.43% | +21.1% |
| Q4 2021 | $12,282,000 | +40.3% | 151,943 | +28.8% | 2.01% | -1.9% |
| Q3 2021 | $8,757,000 | +10.8% | 117,961 | +12.9% | 2.05% | +10.6% |
| Q2 2021 | $7,901,000 | +24.8% | 104,487 | +20.4% | 1.85% | +4.1% |
| Q1 2021 | $6,330,000 | +35.4% | 86,813 | +19.1% | 1.78% | +24.9% |
| Q4 2020 | $4,674,000 | +79.7% | 72,873 | +55.0% | 1.42% | +57.3% |
| Q3 2020 | $2,601,000 | +634.7% | 47,026 | +587.1% | 0.90% | +590.8% |
| Q2 2020 | $354,000 | +68.6% | 6,844 | +46.6% | 0.13% | +28.4% |
| Q1 2020 | $210,000 | -9.1% | 4,667 | +6.8% | 0.10% | -10.5% |
| Q3 2018 | $231,000 | -19.8% | 4,368 | -25.3% | 0.11% | -26.5% |
| Q2 2018 | $288,000 | -8.3% | 5,846 | -8.6% | 0.16% | -12.9% |
| Q1 2018 | $314,000 | -8.2% | 6,398 | -4.3% | 0.18% | -5.8% |
| Q4 2017 | $342,000 | +22.6% | 6,687 | +12.2% | 0.19% | +16.7% |
| Q3 2017 | $279,000 | +16.2% | 5,961 | +12.2% | 0.16% | +9.5% |
| Q2 2017 | $240,000 | – | 5,311 | – | 0.15% | – |
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% |