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 | $3,717,390 | +6.3% | 52,535 | +9.1% | 2.60% | +11.0% |
| Q2 2023 | $3,497,382 | +6.3% | 48,160 | +7.1% | 2.34% | +2.2% |
| Q1 2023 | $3,289,049 | -1.1% | 44,957 | +2.1% | 2.29% | -8.0% |
| Q4 2022 | $3,324,671 | +16.0% | 44,012 | +2.0% | 2.49% | +10.7% |
| Q3 2022 | $2,866,000 | -4.1% | 43,150 | +3.4% | 2.25% | +6.6% |
| Q2 2022 | $2,989,000 | +2.3% | 41,728 | +12.7% | 2.11% | +18.7% |
| Q1 2022 | $2,921,000 | +18.5% | 37,020 | +21.4% | 1.78% | +13.4% |
| Q4 2021 | $2,465,000 | +54.9% | 30,491 | +42.3% | 1.57% | +66.2% |
| Q3 2021 | $1,591,000 | +40.5% | 21,430 | +43.1% | 0.94% | +39.5% |
| Q2 2021 | $1,132,000 | +18.4% | 14,975 | +14.2% | 0.68% | +58.7% |
| Q1 2021 | $956,000 | +64.3% | 13,114 | +44.6% | 0.43% | +4.9% |
| Q4 2020 | $582,000 | +6.2% | 9,070 | -8.5% | 0.41% | -20.5% |
| Q3 2020 | $548,000 | +3.6% | 9,912 | -3.0% | 0.51% | +7.4% |
| Q2 2020 | $529,000 | +25.1% | 10,219 | +8.7% | 0.48% | +1.3% |
| Q1 2020 | $423,000 | -19.1% | 9,405 | +4.1% | 0.47% | -1.3% |
| Q4 2019 | $523,000 | +4.4% | 9,033 | -1.2% | 0.48% | -7.8% |
| Q3 2019 | $501,000 | +3.3% | 9,143 | +0.1% | 0.52% | +1.4% |
| Q2 2019 | $485,000 | -93.4% | 9,134 | -97.7% | 0.51% | -7.1% |
| Q1 2019 | $7,361,000 | – | 393,727 | – | 0.55% | – |
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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% |