SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,187 | +22.2% | 3,988 | +25.4% | 0.01% | +22.2% |
| Q2 2023 | $230,988 | -26.1% | 3,181 | -25.5% | 0.01% | -25.0% |
| Q1 2023 | $312,357 | -28.8% | 4,269 | -26.5% | 0.01% | -29.4% |
| Q4 2022 | $438,534 | +51.2% | 5,805 | +33.0% | 0.02% | +41.7% |
| Q3 2022 | $290,000 | -19.7% | 4,365 | -13.4% | 0.01% | -20.0% |
| Q2 2022 | $361,000 | +29.4% | 5,040 | +42.4% | 0.02% | +50.0% |
| Q1 2022 | $279,000 | +31.0% | 3,540 | +25.9% | 0.01% | +25.0% |
| Q2 2021 | $213,000 | -46.3% | 2,812 | -54.6% | 0.01% | -52.9% |
| Q4 2020 | $397,000 | +475.4% | 6,192 | +373.0% | 0.02% | +325.0% |
| Q2 2019 | $69,000 | +76.9% | 1,309 | +77.1% | 0.00% | +100.0% |
| Q1 2019 | $39,000 | -68.8% | 739 | -72.2% | 0.00% | -75.0% |
| Q4 2018 | $125,000 | -26.5% | 2,658 | -17.2% | 0.01% | -11.1% |
| Q3 2018 | $170,000 | +277.8% | 3,209 | +248.0% | 0.01% | +200.0% |
| Q2 2018 | $45,000 | -41.6% | 922 | -7.8% | 0.00% | -40.0% |
| Q1 2018 | $77,000 | – | 1,000 | – | 0.01% | – |
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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% |