SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $22,046 | +2.6% | 283,518 | +6.4% | 0.27% | -3.2% |
Q1 2024 | $21,491 | +9.1% | 266,544 | +3.0% | 0.28% | +2.2% |
Q4 2023 | $19,702 | +7.3% | 258,797 | -0.2% | 0.27% | -4.6% |
Q3 2023 | $18,355 | -6.0% | 259,405 | -3.5% | 0.28% | -7.8% |
Q2 2023 | $19,524 | +11.6% | 268,850 | +12.5% | 0.31% | +2.7% |
Q1 2023 | $17,488 | -99.9% | 239,042 | +5.3% | 0.30% | -1.0% |
Q4 2022 | $17,146,000 | -99.9% | 226,984 | -14.2% | 0.30% | -13.1% |
Q3 2022 | $17,573,000,000 | +77815.2% | 264,539 | -16.0% | 0.35% | -19.9% |
Q2 2022 | $22,554,000 | -7.7% | 314,875 | +1.6% | 0.44% | +1.9% |
Q1 2022 | $24,439,000 | -99.9% | 309,782 | +0.3% | 0.43% | -2.7% |
Q4 2021 | $24,960,000,000 | +236712.1% | 308,795 | +117.5% | 0.44% | +108.0% |
Q3 2021 | $10,540,000 | +12.1% | 141,972 | +14.2% | 0.21% | +6.0% |
Q2 2021 | $9,402,000 | +110.0% | 124,332 | +102.5% | 0.20% | +83.5% |
Q1 2021 | $4,478,000 | +122.5% | 61,413 | +95.7% | 0.11% | +94.6% |
Q4 2020 | $2,013,000 | – | 31,378 | – | 0.06% | – |
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% |