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 | $215,189 | -1.7% | 3,041 | +0.9% | 0.07% | +1.4% |
Q2 2023 | $218,825 | +0.2% | 3,013 | +0.9% | 0.07% | -4.0% |
Q1 2023 | $218,422 | +12.0% | 2,986 | +1.8% | 0.08% | -1.3% |
Q3 2022 | $195,000 | -6.2% | 2,934 | +0.9% | 0.08% | -11.6% |
Q2 2022 | $208,000 | -8.4% | 2,907 | +1.0% | 0.09% | +6.2% |
Q1 2022 | $227,000 | -1.7% | 2,879 | +0.6% | 0.08% | -12.9% |
Q4 2021 | $231,000 | +9.5% | 2,861 | +0.8% | 0.09% | +1.1% |
Q3 2021 | $211,000 | -0.9% | 2,838 | +0.8% | 0.09% | -1.1% |
Q2 2021 | $213,000 | +4.4% | 2,816 | +0.7% | 0.09% | -5.1% |
Q1 2021 | $204,000 | +14.6% | 2,796 | +0.7% | 0.10% | +48.5% |
Q4 2020 | $178,000 | – | 2,777 | – | 0.07% | – |
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% |