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 | $7,315,848 | +170.9% | 103,390 | +178.0% | 3.64% | +490.4% |
| Q2 2023 | $2,700,791 | +23.7% | 37,191 | +24.6% | 0.62% | -52.4% |
| Q1 2023 | $2,183,574 | -5.4% | 29,847 | -0.3% | 1.30% | -14.0% |
| Q4 2022 | $2,308,884 | +20.3% | 29,943 | +3.6% | 1.51% | -36.9% |
| Q3 2022 | $1,919,000 | -10.6% | 28,890 | -1.8% | 2.39% | +44.6% |
| Q2 2022 | $2,146,000 | 0.0% | 29,428 | 0.0% | 1.65% | 0.0% |
| Q1 2022 | $2,146,000 | – | 29,428 | – | 1.65% | – |
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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% |