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 | $1,580,942 | +5.0% | 22,342 | +7.8% | 0.33% | +6.5% |
| Q2 2023 | $1,505,047 | -0.7% | 20,725 | +0.0% | 0.31% | -6.4% |
| Q1 2023 | $1,515,557 | -3.1% | 20,716 | +0.0% | 0.33% | -8.8% |
| Q4 2022 | $1,564,651 | +13.8% | 20,713 | +0.1% | 0.36% | +5.2% |
| Q3 2022 | $1,375,000 | -7.2% | 20,699 | +0.1% | 0.34% | -2.3% |
| Q2 2022 | $1,482,000 | -9.1% | 20,685 | +0.1% | 0.35% | +2.6% |
| Q1 2022 | $1,631,000 | -2.5% | 20,671 | -0.1% | 0.34% | +2.4% |
| Q4 2021 | $1,672,000 | +8.6% | 20,682 | -0.3% | 0.34% | +0.6% |
| Q3 2021 | $1,540,000 | +11.2% | 20,743 | +13.3% | 0.33% | +3.1% |
| Q2 2021 | $1,385,000 | +44.0% | 18,312 | +38.8% | 0.32% | +11.8% |
| Q1 2021 | $962,000 | +12.9% | 13,197 | -0.7% | 0.29% | -17.9% |
| Q4 2020 | $852,000 | +16.1% | 13,287 | +0.1% | 0.35% | -4.9% |
| Q3 2020 | $734,000 | +6.5% | 13,274 | -0.4% | 0.37% | 0.0% |
| Q2 2020 | $689,000 | +11.7% | 13,323 | -2.9% | 0.37% | +0.8% |
| Q1 2020 | $617,000 | -26.6% | 13,724 | -5.5% | 0.37% | -30.0% |
| Q4 2019 | $841,000 | – | 14,521 | – | 0.52% | – |
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% |