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 | $15,733,864 | +1.1% | 222,355 | +3.8% | 10.03% | -4.7% |
| Q2 2023 | $15,555,882 | +17.3% | 214,209 | +18.2% | 10.53% | +0.9% |
| Q1 2023 | $13,259,893 | +1.4% | 181,245 | +4.7% | 10.44% | -10.4% |
| Q4 2022 | $13,078,964 | +33.1% | 173,140 | +17.0% | 11.64% | +29.9% |
| Q3 2022 | $9,829,000 | -0.0% | 147,962 | +7.8% | 8.96% | -16.3% |
| Q2 2022 | $9,832,000 | -3.6% | 137,267 | +6.1% | 10.70% | +0.4% |
| Q1 2022 | $10,202,000 | -2.2% | 129,323 | +0.2% | 10.66% | +0.9% |
| Q4 2021 | $10,435,000 | +10.2% | 129,096 | +1.2% | 10.57% | +18.2% |
| Q3 2021 | $9,468,000 | -0.5% | 127,532 | +1.4% | 8.94% | +4.5% |
| Q2 2021 | $9,515,000 | +2.9% | 125,832 | -0.8% | 8.56% | -4.2% |
| Q1 2021 | $9,247,000 | – | 126,803 | – | 8.93% | – |
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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% |