SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,383,227 | -6.8% | 107,809 | -3.3% | 0.05% | -9.3% |
| Q1 2024 | $8,993,789 | +18.6% | 111,544 | +12.0% | 0.05% | +10.2% |
| Q4 2023 | $7,584,068 | +12.1% | 99,620 | +4.2% | 0.05% | 0.0% |
| Q3 2023 | $6,763,735 | +4.1% | 95,587 | +6.9% | 0.05% | +8.9% |
| Q2 2023 | $6,494,268 | +3.9% | 89,428 | +4.6% | 0.04% | -2.2% |
| Q1 2023 | $6,253,057 | +150.8% | 85,471 | +158.9% | 0.05% | +142.1% |
| Q4 2022 | $2,493,572 | +55.2% | 33,010 | +36.4% | 0.02% | +46.2% |
| Q3 2022 | $1,607,000 | – | 24,195 | – | 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% |