SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $606,353 | -2.1% | 8,569 | +0.5% | 0.02% | +5.0% |
Q2 2023 | $619,233 | +13.2% | 8,527 | +14.1% | 0.02% | +5.3% |
Q1 2023 | $546,807 | -7.8% | 7,474 | -4.8% | 0.02% | -13.6% |
Q4 2022 | $593,082 | +14.5% | 7,851 | +0.7% | 0.02% | 0.0% |
Q3 2022 | $518,000 | 0.0% | 7,796 | +7.8% | 0.02% | 0.0% |
Q2 2022 | $518,000 | -6.2% | 7,231 | +0.3% | 0.02% | 0.0% |
Q1 2022 | $552,000 | +6.2% | 7,210 | +12.1% | 0.02% | +22.2% |
Q4 2021 | $520,000 | +9.0% | 6,430 | +0.2% | 0.02% | -5.3% |
Q3 2021 | $477,000 | -1.6% | 6,419 | +0.2% | 0.02% | 0.0% |
Q2 2021 | $485,000 | +16.3% | 6,409 | +12.1% | 0.02% | +5.6% |
Q1 2021 | $417,000 | +13.9% | 5,717 | +0.2% | 0.02% | +5.9% |
Q4 2020 | $366,000 | +30.2% | 5,708 | +12.2% | 0.02% | +13.3% |
Q3 2020 | $281,000 | -3.4% | 5,086 | -9.7% | 0.02% | -16.7% |
Q2 2020 | $291,000 | +15.0% | 5,633 | +0.2% | 0.02% | -5.3% |
Q1 2020 | $253,000 | +5.0% | 5,620 | +35.3% | 0.02% | +35.7% |
Q4 2019 | $241,000 | +5.7% | 4,154 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $228,000 | -10.2% | 4,154 | -13.2% | 0.01% | -12.5% |
Q2 2019 | $254,000 | -10.6% | 4,787 | -12.0% | 0.02% | -11.1% |
Q1 2019 | $284,000 | +11.4% | 5,439 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $255,000 | -11.1% | 5,439 | +0.6% | 0.02% | +5.9% |
Q3 2018 | $287,000 | +7.5% | 5,408 | 0.0% | 0.02% | -19.0% |
Q2 2018 | $267,000 | +19.7% | 5,408 | +18.9% | 0.02% | +16.7% |
Q1 2018 | $223,000 | – | 4,550 | – | 0.02% | – |
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% |