SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,338 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,396 | -2.6% | 4,429 | 0.0% | 0.23% | +0.4% |
| Q2 2023 | $321,634 | +102006.0% | 4,429 | +6.2% | 0.23% | +0.4% |
| Q4 2022 | $315 | -99.9% | 4,171 | 0.0% | 0.23% | -8.0% |
| Q3 2022 | $277,000 | -7.4% | 4,171 | 0.0% | 0.25% | +0.8% |
| Q2 2022 | $299,000 | -9.1% | 4,171 | 0.0% | 0.25% | +7.9% |
| Q1 2022 | $329,000 | -2.4% | 4,171 | 0.0% | 0.23% | +0.9% |
| Q4 2021 | $337,000 | +8.7% | 4,171 | 0.0% | 0.23% | -4.2% |
| Q3 2021 | $310,000 | +34.8% | 4,171 | +37.2% | 0.24% | +34.7% |
| Q2 2021 | $230,000 | -39.6% | 3,040 | -41.9% | 0.18% | -44.5% |
| Q1 2021 | $381,000 | +13.4% | 5,231 | 0.0% | 0.32% | +6.4% |
| Q4 2020 | $336,000 | +16.3% | 5,231 | 0.0% | 0.30% | +2.1% |
| Q3 2020 | $289,000 | -78.7% | 5,231 | -80.0% | 0.29% | -5.5% |
| Q2 2020 | $1,355,000 | +471.7% | 26,155 | +539.6% | 0.31% | +28.2% |
| Q4 2019 | $237,000 | +5.8% | 4,089 | 0.0% | 0.24% | -7.7% |
| Q3 2019 | $224,000 | – | 4,089 | – | 0.26% | – |
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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% |