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 | $364,049 | -8.9% | 5,145 | -6.5% | 0.18% | -2.7% |
| Q2 2023 | $399,559 | -11.1% | 5,502 | -10.5% | 0.18% | -12.0% |
| Q1 2023 | $449,565 | -7.3% | 6,145 | -4.3% | 0.21% | -16.8% |
| Q4 2022 | $484,892 | +12.8% | 6,419 | -0.7% | 0.25% | +12.6% |
| Q3 2022 | $430,000 | -25.9% | 6,467 | -20.1% | 0.22% | -20.7% |
| Q2 2022 | $580,000 | +83.5% | 8,098 | +102.1% | 0.28% | +104.4% |
| Q1 2022 | $316,000 | -1.9% | 4,006 | +0.7% | 0.14% | -4.2% |
| Q4 2021 | $322,000 | +9.9% | 3,980 | +0.8% | 0.14% | +2.1% |
| Q3 2021 | $293,000 | -1.0% | 3,949 | +0.8% | 0.14% | -2.1% |
| Q2 2021 | $296,000 | +4.2% | 3,918 | +0.7% | 0.14% | -0.7% |
| Q1 2021 | $284,000 | +14.5% | 3,890 | +0.5% | 0.14% | +7.5% |
| Q4 2020 | $248,000 | +17.0% | 3,869 | +0.7% | 0.13% | +3.9% |
| Q3 2020 | $212,000 | – | 3,841 | – | 0.13% | – |
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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% |