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 | $246 | -53.9% | 3,490 | -51.9% | 0.18% | -51.2% |
| Q2 2023 | $534 | -8.6% | 7,250 | -8.2% | 0.38% | -13.5% |
| Q1 2023 | $584 | +329.4% | 7,900 | +340.6% | 0.44% | +305.6% |
| Q4 2022 | $136 | -99.9% | 1,793 | 0.0% | 0.11% | +8.0% |
| Q3 2022 | $119,000 | -7.8% | 1,793 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $129,000 | -5.8% | 1,793 | 0.0% | 0.10% | +1.0% |
| Q1 2022 | $137,000 | -4.9% | 1,793 | 0.0% | 0.10% | +8.8% |
| Q4 2021 | $144,000 | +5.9% | 1,793 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $136,000 | -8.1% | 1,793 | -10.1% | 0.09% | -9.0% |
| Q2 2021 | $148,000 | -99.9% | 1,995 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $148,767,000 | +112602.3% | 1,995 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $132,000 | +9.1% | 1,995 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $121,000 | +14.2% | 1,995 | 0.0% | 0.10% | +7.4% |
| Q2 2020 | $106,000 | -9.4% | 1,995 | -25.7% | 0.10% | -28.6% |
| Q1 2020 | $117,000 | -24.5% | 2,686 | 0.0% | 0.13% | -0.7% |
| Q4 2019 | $155,000 | – | 2,686 | – | 0.13% | – |
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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% |