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 | $328,969 | -34.0% | 4,649 | -32.3% | 0.02% | -37.5% |
| Q2 2023 | $498,305 | -99.0% | 6,862 | -99.0% | 0.03% | -99.0% |
| Q1 2023 | $49,544,838 | +5.2% | 677,212 | +8.6% | 3.31% | +0.8% |
| Q4 2022 | $47,109,787 | +16.5% | 623,640 | +2.4% | 3.28% | -2.8% |
| Q3 2022 | $40,443,000 | +2258.2% | 608,800 | +2443.2% | 3.38% | +2150.7% |
| Q2 2022 | $1,715,000 | +13092.3% | 23,938 | +14148.8% | 0.15% | +14900.0% |
| Q1 2022 | $13,000 | -7.1% | 168 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 168 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | +9.1% | 166 | +18.6% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +83.3% | 140 | +77.2% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | -87.0% | 79 | -89.0% | 0.00% | -88.9% |
| Q4 2020 | $46,000 | +27.8% | 719 | +8.0% | 0.01% | +12.5% |
| Q3 2020 | $36,000 | -20.0% | 666 | -23.8% | 0.01% | -27.3% |
| Q2 2020 | $45,000 | -94.1% | 874 | -94.8% | 0.01% | -94.7% |
| Q1 2020 | $757,000 | – | 16,837 | – | 0.21% | – |
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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% |