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 | $534,380 | -4.7% | 7,552 | -2.2% | 0.03% | 0.0% |
Q2 2023 | $560,844 | -47.3% | 7,723 | -47.0% | 0.03% | -50.8% |
Q1 2023 | $1,065,136 | -1.5% | 14,559 | +1.7% | 0.06% | -6.0% |
Q4 2022 | $1,081,657 | +4.0% | 14,319 | -8.6% | 0.07% | -5.6% |
Q3 2022 | $1,040,000 | +18.3% | 15,661 | +27.6% | 0.07% | +22.4% |
Q2 2022 | $879,000 | +22.3% | 12,273 | +34.6% | 0.06% | +45.0% |
Q1 2022 | $719,000 | -20.1% | 9,116 | -18.2% | 0.04% | -11.1% |
Q4 2021 | $900,000 | +73.7% | 11,138 | +59.5% | 0.04% | +60.7% |
Q3 2021 | $518,000 | +1.0% | 6,983 | +2.8% | 0.03% | 0.0% |
Q2 2021 | $513,000 | -2.8% | 6,790 | -6.3% | 0.03% | -12.5% |
Q1 2021 | $528,000 | +56.2% | 7,243 | +37.4% | 0.03% | +52.4% |
Q4 2020 | $338,000 | -22.1% | 5,273 | -29.6% | 0.02% | -32.3% |
Q4 2019 | $434,000 | +5.6% | 7,495 | 0.0% | 0.03% | -3.1% |
Q3 2019 | $411,000 | +79.5% | 7,495 | +73.5% | 0.03% | +77.8% |
Q2 2019 | $229,000 | +1.8% | 4,320 | +0.5% | 0.02% | 0.0% |
Q1 2019 | $225,000 | +11.4% | 4,300 | 0.0% | 0.02% | -5.3% |
Q4 2018 | $202,000 | -11.4% | 4,300 | 0.0% | 0.02% | +5.6% |
Q3 2018 | $228,000 | +7.5% | 4,300 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $212,000 | +0.5% | 4,300 | 0.0% | 0.02% | -5.3% |
Q1 2018 | $211,000 | – | 4,300 | – | 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% |