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 | $9,967,416 | +0.0% | 140,862 | +2.7% | 4.79% | +4.6% |
| Q2 2023 | $9,963,207 | +2.2% | 137,196 | +2.9% | 4.58% | -0.8% |
| Q1 2023 | $9,753,487 | +3.3% | 133,317 | +6.7% | 4.62% | -1.3% |
| Q4 2022 | $9,439,039 | +13.5% | 124,954 | -0.2% | 4.68% | +14.6% |
| Q3 2022 | $8,318,000 | -4.3% | 125,211 | +3.2% | 4.08% | -2.2% |
| Q2 2022 | $8,694,000 | +0.3% | 121,373 | +10.4% | 4.17% | +19.4% |
| Q1 2022 | $8,671,000 | +9.5% | 109,909 | +12.2% | 3.50% | +37.7% |
| Q4 2021 | $7,917,000 | +13.2% | 97,943 | +3.9% | 2.54% | +6.1% |
| Q3 2021 | $6,996,000 | +5.2% | 94,236 | +7.2% | 2.39% | +10.1% |
| Q2 2021 | $6,648,000 | +7.1% | 87,917 | +3.3% | 2.17% | -7.1% |
| Q1 2021 | $6,209,000 | +12.8% | 85,144 | -0.8% | 2.34% | -17.5% |
| Q4 2020 | $5,505,000 | +20.2% | 85,820 | +3.6% | 2.84% | +10.5% |
| Q3 2020 | $4,581,000 | +11.2% | 82,840 | +4.1% | 2.57% | -0.9% |
| Q2 2020 | $4,120,000 | +14.7% | 79,607 | -0.3% | 2.59% | -3.4% |
| Q1 2020 | $3,592,000 | -12.2% | 79,864 | +13.0% | 2.68% | -18.8% |
| Q4 2019 | $4,092,000 | +8.9% | 70,656 | +3.0% | 3.31% | +16.3% |
| Q3 2019 | $3,759,000 | +7.6% | 68,617 | +4.2% | 2.84% | +5.1% |
| Q2 2019 | $3,494,000 | -2.8% | 65,830 | -4.2% | 2.71% | -6.9% |
| Q1 2019 | $3,593,000 | +33.6% | 68,723 | +20.1% | 2.90% | -4.6% |
| Q4 2018 | $2,689,000 | – | 57,245 | – | 3.04% | – |
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% |