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 | $8,362,204 | +18.2% | 118,177 | +16.2% | 0.94% | +10.4% |
| Q2 2023 | $7,077,025 | +4.9% | 101,696 | +10.3% | 0.85% | +4.7% |
| Q1 2023 | $6,747,547 | -7.1% | 92,230 | -4.1% | 0.82% | -14.7% |
| Q4 2022 | $7,263,096 | -3.1% | 96,149 | -14.8% | 0.96% | -24.1% |
| Q3 2022 | $7,495,000 | -9.4% | 112,833 | -2.3% | 1.26% | -26.4% |
| Q2 2022 | $8,275,000 | -4.8% | 115,531 | +4.9% | 1.71% | +12.4% |
| Q1 2022 | $8,692,000 | -0.2% | 110,182 | +2.2% | 1.52% | +7.7% |
| Q4 2021 | $8,712,000 | -4.6% | 107,776 | -12.4% | 1.42% | -21.2% |
| Q3 2021 | $9,132,000 | -11.0% | 123,010 | -9.3% | 1.80% | -11.1% |
| Q2 2021 | $10,256,000 | -3.6% | 135,628 | -6.6% | 2.02% | -8.5% |
| Q1 2021 | $10,644,000 | -8.5% | 145,167 | -20.0% | 2.21% | -21.0% |
| Q4 2020 | $11,638,000 | +17.2% | 181,451 | +1.0% | 2.79% | -8.5% |
| Q3 2020 | $9,932,000 | +13.7% | 179,608 | +6.4% | 3.05% | +5.0% |
| Q2 2020 | $8,732,000 | +128.3% | 168,811 | +98.5% | 2.90% | +83.3% |
| Q1 2020 | $3,825,000 | -61.5% | 85,033 | -50.4% | 1.58% | -59.0% |
| Q4 2019 | $9,933,000 | +2.1% | 171,499 | -4.7% | 3.86% | -14.8% |
| Q3 2019 | $9,730,000 | – | 179,946 | – | 4.53% | – |
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% |