SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,365 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,220 | -2.6% | 526 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $38,198 | -26.6% | 526 | -26.0% | 0.01% | -40.0% |
Q1 2023 | $52,017 | +98045.3% | 711 | +1.1% | 0.01% | -9.1% |
Q4 2022 | $53 | -99.9% | 703 | +18.5% | 0.01% | +22.2% |
Q3 2022 | $39,000 | +333.3% | 593 | +374.4% | 0.01% | +350.0% |
Q2 2022 | $9,000 | +800.0% | 125 | +525.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 20 | -20.0% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | – | 25 | – | 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% |