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 | $7,164,882 | +4.7% | 101,256 | +7.4% | 0.68% | -14.6% |
| Q2 2023 | $6,844,805 | +3.6% | 94,255 | +4.4% | 0.80% | +1.3% |
| Q1 2023 | $6,603,779 | +0.8% | 90,265 | +4.1% | 0.79% | -9.4% |
| Q4 2022 | $6,549,169 | +15.6% | 86,698 | +1.7% | 0.87% | +1.2% |
| Q3 2022 | $5,663,000 | +3.2% | 85,253 | +11.3% | 0.86% | +5.1% |
| Q2 2022 | $5,486,000 | -8.4% | 76,592 | +0.9% | 0.82% | +4.1% |
| Q1 2022 | $5,989,000 | -47.8% | 75,917 | -46.5% | 0.78% | -48.4% |
| Q4 2021 | $11,476,000 | +765.5% | 141,981 | +694.5% | 1.52% | +695.8% |
| Q3 2021 | $1,326,000 | +293.5% | 17,871 | +300.5% | 0.19% | +365.9% |
| Q2 2021 | $337,000 | +198.2% | 4,462 | +186.0% | 0.04% | +115.8% |
| Q1 2021 | $113,000 | +101.8% | 1,560 | +75.9% | 0.02% | +58.3% |
| Q4 2020 | $56,000 | -99.9% | 887 | +0.8% | 0.01% | -53.8% |
| Q3 2020 | $51,700,000 | +563.1% | 880 | +490.6% | 0.03% | +550.0% |
| Q2 2020 | $7,797,000 | +16.3% | 149 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,702,000 | -23.7% | 149 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $8,781,000 | – | 149 | – | 0.01% | – |
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% |