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 | $4,273,870 | +15.8% | 60,399 | +18.8% | 0.36% | +14.6% |
| Q2 2023 | $3,691,145 | +10.4% | 50,828 | +11.2% | 0.32% | +1.3% |
| Q1 2023 | $3,342,688 | +3.0% | 45,690 | +6.4% | 0.31% | -6.3% |
| Q4 2022 | $3,245,244 | -27.9% | 42,960 | -35.2% | 0.33% | +28.7% |
| Q3 2022 | $4,502,000 | +7.4% | 66,251 | +13.5% | 0.26% | +7.1% |
| Q2 2022 | $4,191,000 | +4.0% | 58,388 | +14.4% | 0.24% | +23.6% |
| Q1 2022 | $4,028,000 | +145.0% | 51,051 | +150.8% | 0.20% | +20.4% |
| Q4 2021 | $1,644,000 | -18.5% | 20,357 | -23.5% | 0.16% | -21.7% |
| Q2 2021 | $2,017,000 | +4.9% | 26,598 | +0.9% | 0.21% | -19.8% |
| Q1 2021 | $1,922,000 | +19.2% | 26,355 | +4.8% | 0.26% | +8.9% |
| Q4 2020 | $1,613,000 | +22.5% | 25,145 | +5.6% | 0.24% | +10.2% |
| Q3 2020 | $1,317,000 | +11.5% | 23,820 | +5.0% | 0.22% | +0.5% |
| Q2 2020 | $1,181,000 | +16.4% | 22,695 | +0.3% | 0.21% | -8.2% |
| Q1 2020 | $1,015,000 | -15.4% | 22,631 | +9.3% | 0.23% | +28.0% |
| Q4 2019 | $1,200,000 | +1.7% | 20,714 | -3.9% | 0.18% | -26.0% |
| Q3 2019 | $1,180,000 | +21.9% | 21,562 | +18.1% | 0.25% | +93.7% |
| Q2 2019 | $968,000 | -4.1% | 18,264 | -5.8% | 0.13% | -43.6% |
| Q1 2019 | $1,009,000 | +18.0% | 19,384 | +6.4% | 0.22% | -2.2% |
| Q4 2018 | $855,000 | – | 18,219 | – | 0.23% | – |
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% |