SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 409 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $121,000 | +245.7% | 1,636 | +254.9% | 0.02% | +200.0% |
| Q2 2021 | $35,000 | +45.8% | 461 | +41.8% | 0.01% | +150.0% |
| Q1 2021 | $24,000 | -87.6% | 325 | -89.2% | 0.00% | -87.5% |
| Q4 2020 | $194,000 | +321.7% | 3,021 | +266.2% | 0.02% | +300.0% |
| Q3 2020 | $46,000 | +170.6% | 825 | +153.8% | 0.00% | +100.0% |
| Q2 2020 | $17,000 | -29.2% | 325 | -38.1% | 0.00% | -33.3% |
| Q1 2020 | $24,000 | +26.3% | 525 | +61.5% | 0.00% | +50.0% |
| Q4 2019 | $19,000 | -45.7% | 325 | -48.5% | 0.00% | -50.0% |
| Q3 2019 | $35,000 | +105.9% | 631 | +94.2% | 0.00% | +100.0% |
| Q2 2019 | $17,000 | +70.0% | 325 | +61.7% | 0.00% | +100.0% |
| Q1 2019 | $10,000 | -69.7% | 201 | -71.3% | 0.00% | -80.0% |
| Q4 2018 | $33,000 | +200.0% | 700 | +250.0% | 0.01% | +150.0% |
| Q3 2018 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -99.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,806,000 | -4.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,234,000 | +9.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,360,000 | -74.2% | 200 | -77.8% | 0.00% | -77.8% |
| Q1 2016 | $36,310,000 | – | 901 | – | 0.01% | – |
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% |