SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 88 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $119 | -4.8% | 1,632 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $125 | -99.9% | 1,703 | -44.5% | 0.00% | 0.0% |
| Q2 2018 | $151,000 | -41.0% | 3,067 | -38.7% | 0.00% | -50.0% |
| Q4 2017 | $256,000 | -52.1% | 5,000 | -58.3% | 0.00% | -60.0% |
| Q1 2017 | $534,000 | +15.8% | 11,982 | +7.6% | 0.01% | +66.7% |
| Q2 2016 | $461,000 | -73.7% | 11,135 | -74.6% | 0.00% | -66.7% |
| Q4 2014 | $1,750,000 | +802.1% | 43,925 | +734.3% | 0.01% | +800.0% |
| Q1 2014 | $194,000 | -92.6% | 5,265 | -92.7% | 0.00% | -90.9% |
| Q4 2013 | $2,633,000 | – | 71,825 | – | 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% |