SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $527,424 | -5.4% | 6,783 | -1.9% | 0.06% | -7.2% |
| Q1 2024 | $557,372 | +6.0% | 6,913 | +0.1% | 0.07% | -4.2% |
| Q4 2023 | $525,868 | +7.7% | 6,907 | +0.1% | 0.07% | -4.0% |
| Q3 2023 | $488,199 | -2.9% | 6,899 | -0.3% | 0.08% | +4.2% |
| Q2 2023 | $502,677 | -0.6% | 6,922 | +0.1% | 0.07% | -6.5% |
| Q1 2023 | $505,880 | -5.7% | 6,915 | -2.7% | 0.08% | -16.3% |
| Q4 2022 | $536,650 | +13.9% | 7,104 | +0.1% | 0.09% | +8.2% |
| Q3 2022 | $471,000 | -50.4% | 7,095 | -46.4% | 0.08% | -48.5% |
| Q2 2022 | $949,000 | – | 13,246 | – | 0.16% | – |
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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% |