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 | $8,856,351 | +0.7% | 125,160 | +3.3% | 3.74% | +3.5% |
| Q2 2023 | $8,798,750 | -2.9% | 121,162 | -2.2% | 3.61% | -5.0% |
| Q1 2023 | $9,065,257 | +21.2% | 123,910 | +25.1% | 3.80% | +16.2% |
| Q4 2022 | $7,480,146 | +31.7% | 99,022 | +15.8% | 3.27% | +21.6% |
| Q3 2022 | $5,679,000 | +35.3% | 85,487 | +45.9% | 2.69% | +37.8% |
| Q2 2022 | $4,198,000 | -46.9% | 58,604 | -40.1% | 1.95% | -45.0% |
| Q1 2022 | $7,907,000 | 0.0% | 97,824 | 0.0% | 3.55% | 0.0% |
| Q4 2021 | $7,907,000 | +10.6% | 97,824 | +1.6% | 3.55% | -11.7% |
| Q3 2021 | $7,147,000 | +25.4% | 96,269 | +27.8% | 4.02% | +20.9% |
| Q2 2021 | $5,698,000 | +17.5% | 75,352 | +15.6% | 3.33% | +5.6% |
| Q1 2021 | $4,850,000 | +88.2% | 65,181 | +66.9% | 3.15% | +42.2% |
| Q4 2020 | $2,577,000 | – | 39,046 | – | 2.22% | – |
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% |