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 | $171,152 | -1.7% | 2,419 | +0.9% | 0.06% | -4.5% |
| Q2 2023 | $174,044 | +0.2% | 2,397 | +0.9% | 0.07% | -16.5% |
| Q1 2023 | $173,724 | -2.3% | 2,375 | +0.8% | 0.08% | -28.2% |
| Q4 2022 | $177,889 | +14.8% | 2,355 | +0.6% | 0.11% | -4.3% |
| Q3 2022 | $155,000 | -6.6% | 2,340 | +0.9% | 0.12% | -12.9% |
| Q2 2022 | $166,000 | -54.1% | 2,318 | -49.5% | 0.13% | -47.8% |
| Q1 2022 | $362,000 | +84.7% | 4,592 | +89.8% | 0.25% | +68.7% |
| Q4 2021 | $196,000 | +5.4% | 2,420 | +0.7% | 0.15% | +1.4% |
| Q3 2021 | $186,000 | +3.3% | 2,402 | +0.7% | 0.15% | +14.7% |
| Q2 2021 | $180,000 | -10.0% | 2,385 | -13.1% | 0.13% | -17.8% |
| Q1 2021 | $200,000 | +42.9% | 2,744 | +25.8% | 0.16% | +18.0% |
| Q4 2020 | $140,000 | +2.2% | 2,182 | -15.7% | 0.13% | +46.2% |
| Q3 2018 | $137,000 | +7.9% | 2,588 | +0.7% | 0.09% | -1.1% |
| Q2 2018 | $127,000 | -4.5% | 2,570 | -5.2% | 0.09% | -8.9% |
| Q1 2018 | $133,000 | -0.7% | 2,711 | +5.9% | 0.10% | +1.0% |
| Q4 2017 | $134,000 | – | 2,559 | – | 0.10% | – |
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% |