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 | $1,898,774 | -10.4% | 26,834 | -8.0% | 1.22% | -5.7% |
| Q2 2023 | $2,118,440 | -5.4% | 29,172 | -4.7% | 1.29% | -10.7% |
| Q1 2023 | $2,238,328 | +5.0% | 30,595 | +8.4% | 1.44% | +1.8% |
| Q4 2022 | $2,131,132 | +30.0% | 28,212 | +14.4% | 1.42% | +23.7% |
| Q3 2022 | $1,639,000 | +13.8% | 24,667 | +22.7% | 1.15% | +17.3% |
| Q2 2022 | $1,440,000 | +5042.9% | 20,107 | +5579.9% | 0.98% | +6420.0% |
| Q4 2021 | $28,000 | 0.0% | 354 | 0.0% | 0.02% | +7.1% |
| Q3 2021 | $28,000 | -39.1% | 354 | -41.4% | 0.01% | -41.7% |
| Q2 2021 | $46,000 | +76.9% | 604 | +70.6% | 0.02% | +60.0% |
| Q1 2021 | $26,000 | – | 354 | – | 0.02% | – |
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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% |