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 | $36,174,590 | +0.4% | 511,229 | +3.1% | 19.08% | +1.3% |
| Q2 2023 | $36,022,180 | +1.2% | 496,037 | +2.0% | 18.83% | -4.6% |
| Q1 2023 | $35,577,780 | -1.3% | 486,301 | +1.9% | 19.73% | -9.3% |
| Q4 2022 | $36,038,359 | +49.2% | 477,077 | +31.2% | 21.75% | +31.0% |
| Q3 2022 | $24,147,000 | -4.6% | 363,499 | +2.9% | 16.60% | -3.0% |
| Q2 2022 | $25,310,000 | -5.1% | 353,343 | +4.5% | 17.12% | +4.2% |
| Q1 2022 | $26,673,000 | -0.7% | 338,105 | +1.7% | 16.43% | -1.5% |
| Q4 2021 | $26,863,000 | -34.3% | 332,341 | -39.7% | 16.67% | -55.4% |
| Q3 2021 | $40,890,000 | – | 550,786 | – | 37.38% | – |
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% |