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 | $7,984,652 | -6.7% | 112,841 | -4.3% | 6.07% | -6.3% |
| Q2 2023 | $8,561,809 | -1.0% | 117,899 | -0.3% | 6.48% | -7.8% |
| Q1 2023 | $8,650,685 | -2.5% | 118,243 | +0.7% | 7.02% | -9.1% |
| Q4 2022 | $8,870,151 | +18.1% | 117,423 | +3.9% | 7.73% | +9.1% |
| Q3 2022 | $7,511,000 | -2.8% | 113,066 | +4.8% | 7.08% | -0.6% |
| Q2 2022 | $7,730,000 | -6.2% | 107,913 | +3.4% | 7.12% | +9.3% |
| Q1 2022 | $8,237,000 | +10.2% | 104,408 | +12.9% | 6.52% | +7.7% |
| Q4 2021 | $7,473,000 | – | 92,448 | – | 6.05% | – |
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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% |