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 | $223,178 | -2.6% | 3,154 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $229,044 | +0.2% | 3,154 | +0.9% | 0.02% | -10.0% |
Q1 2023 | $228,625 | -1.5% | 3,125 | +1.7% | 0.02% | 0.0% |
Q4 2022 | $232,134 | +6.5% | 3,073 | +11.2% | 0.02% | +5.3% |
Q1 2022 | $218,000 | -2.2% | 2,764 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $223,000 | +8.8% | 2,764 | -0.1% | 0.02% | 0.0% |
Q3 2021 | $205,000 | -1.9% | 2,766 | 0.0% | 0.02% | -5.0% |
Q2 2021 | $209,000 | – | 2,766 | – | 0.02% | – |
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% |