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 | $733,067 | -10.1% | 10,360 | -7.7% | 0.76% | -5.4% |
| Q2 2023 | $815,259 | -6.2% | 11,226 | -5.5% | 0.80% | -11.8% |
| Q1 2023 | $868,689 | -20.9% | 11,874 | -18.3% | 0.91% | +8.0% |
| Q4 2022 | $1,098,403 | +9.7% | 14,541 | -3.5% | 0.84% | -6.8% |
| Q3 2022 | $1,001,000 | -9.0% | 15,071 | -1.9% | 0.90% | -4.2% |
| Q2 2022 | $1,100,000 | -15.6% | 15,363 | -7.0% | 0.94% | -5.0% |
| Q1 2022 | $1,303,000 | -3.7% | 16,518 | -1.3% | 0.99% | +26.2% |
| Q4 2021 | $1,353,000 | +5.1% | 16,740 | -3.4% | 0.79% | -12.7% |
| Q3 2021 | $1,287,000 | -7.7% | 17,337 | -5.9% | 0.90% | -16.8% |
| Q2 2021 | $1,394,000 | +1.8% | 18,429 | -1.9% | 1.08% | -4.9% |
| Q1 2021 | $1,370,000 | +2040.6% | 18,790 | -10.9% | 1.14% | +6594.1% |
| Q4 2020 | $64,000 | -94.5% | 21,083 | -0.5% | 0.02% | -98.5% |
| Q3 2020 | $1,171,000 | +2.3% | 21,182 | -4.2% | 1.11% | +313.4% |
| Q2 2020 | $1,145,000 | – | 22,117 | – | 0.27% | – |
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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% |