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 | $1,299,895 | -7.0% | 18,370 | -4.6% | 0.49% | -2.4% |
| Q2 2023 | $1,398,278 | -0.7% | 19,255 | -0.0% | 0.50% | -6.5% |
| Q1 2023 | $1,408,806 | +131.4% | 19,257 | +139.0% | 0.54% | +116.9% |
| Q4 2022 | $608,716 | +16.4% | 8,058 | +2.4% | 0.25% | +5.1% |
| Q3 2022 | $523,000 | -7.6% | 7,868 | -0.4% | 0.24% | -7.1% |
| Q2 2022 | $566,000 | -12.4% | 7,897 | -3.6% | 0.26% | -2.7% |
| Q1 2022 | $646,000 | +4.4% | 8,191 | +7.0% | 0.26% | -4.4% |
| Q4 2021 | $619,000 | +7.8% | 7,654 | -1.0% | 0.27% | -35.5% |
| Q3 2021 | $574,000 | -6.5% | 7,728 | -4.8% | 0.42% | -5.1% |
| Q2 2021 | $614,000 | -6.0% | 8,119 | -9.4% | 0.45% | -13.7% |
| Q1 2021 | $653,000 | +5.7% | 8,958 | -7.0% | 0.52% | -8.3% |
| Q4 2020 | $618,000 | – | 9,636 | – | 0.57% | – |
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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% |