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 | $3,761,036 | +3.4% | 53,152 | +6.1% | 2.25% | +8.5% |
| Q2 2023 | $3,636,955 | +1.0% | 50,082 | +1.7% | 2.07% | -1.8% |
| Q1 2023 | $3,601,594 | -1.5% | 49,229 | +1.7% | 2.11% | -6.0% |
| Q4 2022 | $3,657,345 | +14.3% | 48,416 | +0.5% | 2.24% | +5.4% |
| Q3 2022 | $3,200,000 | -5.2% | 48,170 | +2.2% | 2.13% | +1.6% |
| Q2 2022 | $3,376,000 | -9.6% | 47,127 | -0.5% | 2.10% | +5.9% |
| Q1 2022 | $3,735,000 | +5.0% | 47,346 | +7.6% | 1.98% | +3.8% |
| Q4 2021 | $3,556,000 | +0.3% | 43,989 | -7.9% | 1.91% | -15.2% |
| Q3 2021 | $3,545,000 | – | 47,753 | – | 2.25% | – |
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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% |