SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $379,553 | +86953.4% | 5,227 | -12.3% | 0.00% | -20.0% |
| Q1 2023 | $436 | -3.5% | 5,962 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $452 | -99.9% | 5,995 | +6.5% | 0.01% | +25.0% |
| Q3 2022 | $374,000 | -12.0% | 5,627 | -5.1% | 0.00% | -20.0% |
| Q2 2022 | $425,000 | -6.6% | 5,927 | +2.8% | 0.01% | +25.0% |
| Q1 2022 | $455,000 | -6.4% | 5,763 | -11.7% | 0.00% | +100.0% |
| Q3 2021 | $486,000 | +128.2% | 6,526 | +132.9% | 0.00% | 0.0% |
| Q2 2021 | $213,000 | +2.4% | 2,802 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $208,000 | -38.5% | 2,845 | -45.8% | 0.00% | -50.0% |
| Q4 2020 | $338,000 | +22.5% | 5,250 | +5.4% | 0.00% | 0.0% |
| Q3 2020 | $276,000 | -12.7% | 4,982 | -29.1% | 0.00% | -33.3% |
| Q1 2020 | $316,000 | -22.2% | 7,026 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $406,000 | +0.7% | 7,026 | -4.6% | 0.01% | 0.0% |
| Q3 2019 | $403,000 | +3.3% | 7,361 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $390,000 | +7.4% | 7,361 | +5.8% | 0.01% | 0.0% |
| Q1 2019 | $363,000 | +11.0% | 6,956 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $327,000 | -11.4% | 6,956 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $369,000 | +7.6% | 6,956 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $343,000 | – | 6,956 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Advisors Investment Management, LLC | 1,418,223 | $75,166,000 | 12.40% |
| Pinkerton Retirement Specialists, LLC | 511,031 | $27,085,000 | 10.91% |
| Summit Asset Management, LLC | 426,264 | $22,592,000 | 10.47% |
| USAdvisors Wealth Management, LLC | 240,972 | $12,772,000 | 9.15% |
| Avantax Planning Partners, Inc. | 2,121,326 | $112,430,000 | 9.00% |
| Q3 Asset Management | 82,335 | $4,365,000 | 8.43% |
| Acorn Wealth Advisors, LLC | 149,856 | $7,544,000 | 7.44% |
| Sharkey, Howes & Javer | 225,870 | $11,971,000 | 6.26% |
| Financial Sense Advisors, Inc. | 253,744 | $13,448,000 | 5.68% |
| ROCKY MOUNTAIN ADVISERS, LLC | 26,059 | $1,381,000 | 4.73% |