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 | $763,234 | +5.1% | 10,786 | +7.8% | 0.43% | +5.9% |
| Q2 2023 | $726,431 | -0.1% | 10,003 | +0.7% | 0.41% | -2.4% |
| Q1 2023 | $726,884 | -6.8% | 9,936 | -3.8% | 0.42% | -9.6% |
| Q4 2022 | $779,860 | +20.7% | 10,324 | +6.2% | 0.46% | +9.3% |
| Q3 2022 | $646,000 | -11.3% | 9,722 | -4.3% | 0.42% | -6.2% |
| Q2 2022 | $728,000 | +3.4% | 10,163 | +13.9% | 0.45% | +21.7% |
| Q1 2022 | $704,000 | -6.4% | 8,920 | -4.1% | 0.37% | -3.4% |
| Q4 2021 | $752,000 | +12.2% | 9,299 | +3.1% | 0.38% | -3.8% |
| Q3 2021 | $670,000 | +2.4% | 9,019 | +4.3% | 0.40% | +1.0% |
| Q2 2021 | $654,000 | +6.3% | 8,646 | +2.6% | 0.39% | -1.8% |
| Q1 2021 | $615,000 | +15.6% | 8,428 | +1.6% | 0.40% | +4.4% |
| Q4 2020 | $532,000 | -7.3% | 8,293 | -20.1% | 0.38% | -23.4% |
| Q3 2020 | $574,000 | -2.2% | 10,378 | -8.5% | 0.50% | -11.3% |
| Q2 2020 | $587,000 | +13.8% | 11,342 | -1.2% | 0.56% | -8.6% |
| Q1 2020 | $516,000 | -50.8% | 11,477 | -36.6% | 0.62% | -34.8% |
| Q4 2019 | $1,048,000 | – | 18,095 | – | 0.95% | – |
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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% |