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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $6,318 | -0.7% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,365 | -3.1% | 87 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $6,572 | +9.5% | 87 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 87 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $6,000 | -14.3% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 87 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $7,000 | +16.7% | 87 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $6,000 | -14.3% | 87 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $7,000 | +16.7% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $5,000 | +25.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | – | 87 | – | 0.00% | – |
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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% |