SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 526 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $406,000 | +69.2% | 5,018 | +55.4% | 0.03% | +50.0% |
| Q3 2021 | $240,000 | +293.4% | 3,230 | +302.7% | 0.02% | +300.0% |
| Q2 2021 | $61,000 | -58.2% | 802 | -59.8% | 0.01% | -61.5% |
| Q1 2021 | $146,000 | +440.7% | 1,995 | +369.4% | 0.01% | +333.3% |
| Q4 2020 | $27,000 | +92.9% | 425 | +78.6% | 0.00% | +50.0% |
| Q4 2019 | $14,000 | -36.4% | 238 | -40.5% | 0.00% | -33.3% |
| Q3 2019 | $22,000 | -51.1% | 400 | -52.9% | 0.00% | -50.0% |
| Q2 2019 | $45,000 | +114.3% | 850 | +112.5% | 0.01% | +100.0% |
| Q1 2019 | $21,000 | +10.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -9.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | +5.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | +5.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | -52.5% | 400 | -54.6% | 0.00% | -50.0% |
| Q2 2017 | $40,000 | +122.2% | 882 | +120.5% | 0.01% | +100.0% |
| Q1 2017 | $18,000 | +20.0% | 400 | +14.3% | 0.00% | 0.0% |
| Q4 2016 | $15,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $15,000 | +87.5% | 350 | +75.0% | 0.00% | +200.0% |
| Q1 2015 | $8,000 | – | 200 | – | 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% |