SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $125,000 | +0.8% | 2,284 | -2.7% | 0.02% | 0.0% |
| Q2 2019 | $124,000 | +1.6% | 2,347 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $122,000 | +10.9% | 2,347 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $110,000 | -15.4% | 2,347 | -4.7% | 0.02% | -4.2% |
| Q3 2018 | $130,000 | +7.4% | 2,462 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $121,000 | +0.8% | 2,462 | 0.0% | 0.02% | -7.7% |
| Q1 2018 | $120,000 | -4.8% | 2,462 | -0.2% | 0.03% | +4.0% |
| Q4 2017 | $126,000 | +9.6% | 2,467 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $115,000 | – | 2,467 | – | 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% |