SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,387 | -0.0% | 8,725 | +2.6% | 0.37% | -1.6% |
| Q2 2023 | $617,530 | -1.0% | 8,503 | -0.3% | 0.38% | -5.8% |
| Q1 2023 | $624,024 | -2.6% | 8,529 | +0.5% | 0.40% | -14.0% |
| Q4 2022 | $640,925 | +13.2% | 8,484 | -0.5% | 0.46% | +13.4% |
| Q3 2022 | $566,000 | +11.4% | 8,526 | +20.2% | 0.41% | +22.0% |
| Q2 2022 | $508,000 | -5.8% | 7,096 | +4.0% | 0.34% | +19.1% |
| Q1 2022 | $539,000 | +47.7% | 6,826 | +51.3% | 0.28% | +68.9% |
| Q4 2021 | $365,000 | +14.8% | 4,511 | +5.2% | 0.17% | +6.4% |
| Q3 2021 | $318,000 | +16.5% | 4,286 | +18.7% | 0.16% | +17.2% |
| Q2 2021 | $273,000 | – | 3,612 | – | 0.13% | – |
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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% |