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 | $13,970,306 | -18.6% | 197,432 | -16.5% | 15.22% | -17.1% |
Q2 2023 | $17,165,062 | -0.9% | 236,368 | -0.2% | 18.35% | +12.3% |
Q1 2023 | $17,321,745 | -5.1% | 236,765 | -2.0% | 16.34% | -6.0% |
Q4 2022 | $18,245,724 | +32.6% | 241,537 | +16.6% | 17.38% | +3.5% |
Q3 2022 | $13,763,000 | -5.7% | 207,188 | +1.6% | 16.78% | +0.4% |
Q2 2022 | $14,600,000 | -10.1% | 203,831 | -1.0% | 16.72% | +2.6% |
Q1 2022 | $16,244,000 | -1.8% | 205,910 | +0.6% | 16.30% | -1.2% |
Q4 2021 | $16,547,000 | – | 204,714 | – | 16.50% | – |
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% |