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 | $355 | -6.8% | 5,022 | -4.2% | 0.19% | -7.8% |
| Q2 2023 | $381 | -0.5% | 5,240 | +0.2% | 0.20% | -6.8% |
| Q1 2023 | $383 | -2.8% | 5,228 | +0.2% | 0.22% | -4.4% |
| Q4 2022 | $394 | -99.9% | 5,218 | +8.2% | 0.23% | +17.4% |
| Q3 2022 | $322,000 | -6.1% | 4,821 | +0.2% | 0.20% | +1.6% |
| Q2 2022 | $343,000 | -15.7% | 4,813 | -6.7% | 0.19% | -2.5% |
| Q1 2022 | $407,000 | +13.1% | 5,157 | +15.7% | 0.20% | +134.5% |
| Q4 2021 | $360,000 | +847.4% | 4,457 | +420.1% | 0.08% | +189.7% |
| Q1 2017 | $38,000 | +2.7% | 857 | +0.4% | 0.03% | -3.3% |
| Q4 2016 | $37,000 | – | 854 | – | 0.03% | – |
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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% |