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 | $265,084 | -3.6% | 3,409 | 0.0% | 0.09% | -2.1% |
| Q1 2024 | $274,868 | +5.9% | 3,409 | 0.0% | 0.09% | +1.1% |
| Q4 2023 | $259,527 | +7.6% | 3,409 | 0.0% | 0.09% | +6.9% |
| Q3 2023 | $241,221 | -2.6% | 3,409 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $247,562 | -6.8% | 3,409 | -6.1% | 0.09% | -13.9% |
| Q1 2023 | $265,644 | -3.2% | 3,631 | 0.0% | 0.10% | -9.8% |
| Q4 2022 | $274,286 | +13.8% | 3,631 | 0.0% | 0.11% | +0.9% |
| Q3 2022 | $241,000 | -7.3% | 3,631 | 0.0% | 0.11% | -2.6% |
| Q2 2022 | $260,000 | -9.1% | 3,631 | 0.0% | 0.11% | -0.9% |
| Q1 2022 | $286,000 | -2.4% | 3,631 | 0.0% | 0.12% | -3.4% |
| Q4 2021 | $293,000 | +8.5% | 3,631 | 0.0% | 0.12% | +1.7% |
| Q3 2021 | $270,000 | -0.4% | 3,631 | +1.5% | 0.12% | -4.1% |
| Q2 2021 | $271,000 | +3.8% | 3,579 | 0.0% | 0.12% | +17.3% |
| Q1 2021 | $261,000 | – | 3,579 | – | 0.10% | – |
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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% |