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 | $1,271,133 | -1.6% | 18,056 | +2.6% | 0.13% | -7.2% |
| Q2 2023 | $1,291,726 | +14.3% | 17,603 | +14.1% | 0.14% | -6.7% |
| Q1 2023 | $1,129,833 | -39.2% | 15,429 | -35.6% | 0.15% | -46.4% |
| Q4 2022 | $1,858,798 | +131.2% | 23,944 | +97.9% | 0.28% | +71.6% |
| Q3 2022 | $804,000 | -7.2% | 12,098 | +0.0% | 0.16% | -13.4% |
| Q2 2022 | $866,000 | +20.8% | 12,096 | +33.8% | 0.19% | +16.9% |
| Q1 2022 | $717,000 | +97.0% | 9,037 | +103.3% | 0.16% | +42.9% |
| Q4 2021 | $364,000 | – | 4,445 | – | 0.11% | – |
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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% |