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 | $5,930,377 | +1.7% | 83,810 | +4.4% | 2.70% | -5.8% |
Q2 2023 | $5,832,316 | +3.0% | 80,313 | +3.8% | 2.87% | -2.2% |
Q1 2023 | $5,662,784 | -7.6% | 77,403 | -4.6% | 2.93% | -9.3% |
Q4 2022 | $6,129,259 | +35.1% | 81,139 | +18.8% | 3.23% | +29.6% |
Q3 2022 | $4,537,000 | +10.9% | 68,304 | +19.6% | 2.49% | +22.2% |
Q2 2022 | $4,092,000 | -2.7% | 57,130 | +7.1% | 2.04% | +17.6% |
Q1 2022 | $4,207,000 | +19.2% | 53,332 | +22.1% | 1.73% | +11.1% |
Q4 2021 | $3,530,000 | +24.8% | 43,668 | +14.6% | 1.56% | +2.8% |
Q3 2021 | $2,829,000 | -3.3% | 38,100 | -1.6% | 1.52% | -4.0% |
Q2 2021 | $2,927,000 | +29.6% | 38,704 | +25.0% | 1.58% | +2.3% |
Q1 2021 | $2,258,000 | +36.6% | 30,969 | +20.2% | 1.55% | +7.5% |
Q4 2020 | $1,653,000 | – | 25,769 | – | 1.44% | – |
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% |