SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $901,238 | -1.9% | 11,590 | +1.7% | 0.10% | -3.9% |
| Q1 2024 | $918,779 | +5.9% | 11,395 | 0.0% | 0.10% | -2.8% |
| Q4 2023 | $867,501 | +7.6% | 11,395 | 0.0% | 0.11% | -2.8% |
| Q3 2023 | $806,310 | +26777.0% | 11,395 | +22690.0% | 0.11% | – |
| Q3 2022 | $3,000 | -80.0% | 50 | -81.1% | 0.00% | -100.0% |
| Q3 2019 | $15,000 | +7.1% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -14.3% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | +7.7% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -7.1% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | +16.7% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $12,000 | – | 265 | – | 0.00% | – |
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% |