SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 88 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $722,027 | -2.4% | 9,285 | +1.2% | 0.05% | -5.7% |
Q1 2024 | $739,436 | -10.8% | 9,171 | -15.8% | 0.05% | -22.1% |
Q4 2023 | $829,267 | +6.7% | 10,893 | -0.8% | 0.07% | 0.0% |
Q3 2023 | $777,347 | +16.2% | 10,986 | +19.3% | 0.07% | +23.6% |
Q2 2023 | $668,991 | +21.7% | 9,212 | +22.6% | 0.06% | +14.6% |
Q1 2023 | $549,860 | +126304.6% | 7,516 | +30.4% | 0.05% | +23.1% |
Q4 2022 | $435 | -99.9% | 5,765 | +0.2% | 0.04% | +8.3% |
Q3 2022 | $382,000 | +27.3% | 5,752 | +37.2% | 0.04% | +38.5% |
Q2 2022 | $300,000 | -8.5% | 4,193 | +1.0% | 0.03% | +8.3% |
Q1 2022 | $328,000 | -2.4% | 4,153 | 0.0% | 0.02% | +4.3% |
Q4 2021 | $336,000 | +9.1% | 4,153 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $308,000 | +4.4% | 4,153 | +6.5% | 0.02% | +4.5% |
Q2 2021 | $295,000 | +3.9% | 3,898 | 0.0% | 0.02% | -4.3% |
Q1 2021 | $284,000 | +6.8% | 3,898 | -6.0% | 0.02% | 0.0% |
Q4 2020 | $266,000 | -35.0% | 4,148 | -43.9% | 0.02% | -43.9% |
Q3 2020 | $409,000 | -2.4% | 7,388 | -8.8% | 0.04% | -10.9% |
Q2 2020 | $419,000 | +15.1% | 8,098 | 0.0% | 0.05% | -4.2% |
Q1 2020 | $364,000 | -45.8% | 8,098 | -30.2% | 0.05% | -29.4% |
Q4 2019 | $672,000 | +99.4% | 11,599 | +88.3% | 0.07% | +83.8% |
Q3 2019 | $337,000 | +3.1% | 6,159 | 0.0% | 0.04% | +5.7% |
Q2 2019 | $327,000 | +1.6% | 6,159 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $322,000 | +18.8% | 6,159 | +6.8% | 0.04% | +6.1% |
Q4 2018 | $271,000 | -11.4% | 5,766 | 0.0% | 0.03% | +10.0% |
Q3 2018 | $306,000 | +7.7% | 5,766 | 0.0% | 0.03% | +3.4% |
Q2 2018 | $284,000 | +32.1% | 5,766 | -1.7% | 0.03% | -3.3% |
Q4 2013 | $215,000 | – | 5,863 | – | 0.03% | – |
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% |