SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $728,711 | +26.0% | 10,632 | +36.3% | 0.34% | +32.9% |
Q2 2023 | $578,390 | +17.6% | 7,799 | +11.4% | 0.26% | +13.8% |
Q1 2023 | $491,718 | +39.6% | 7,003 | +51.8% | 0.22% | +44.5% |
Q4 2022 | $352,192 | +14.0% | 4,612 | +4.6% | 0.16% | +6.2% |
Q3 2022 | $309,000 | -25.0% | 4,409 | -22.5% | 0.15% | -22.8% |
Q2 2022 | $412,000 | -5.1% | 5,689 | +4.2% | 0.19% | +6.2% |
Q1 2022 | $434,000 | +2.6% | 5,462 | +0.7% | 0.18% | 0.0% |
Q4 2021 | $423,000 | -0.2% | 5,426 | +0.9% | 0.18% | +4.7% |
Q3 2021 | $424,000 | +55.9% | 5,379 | +49.1% | 0.17% | +45.3% |
Q2 2021 | $272,000 | +0.7% | 3,607 | 0.0% | 0.12% | -2.5% |
Q1 2021 | $270,000 | +1.5% | 3,607 | -10.0% | 0.12% | -8.4% |
Q4 2020 | $266,000 | +7.7% | 4,007 | -0.2% | 0.13% | +1.6% |
Q3 2020 | $247,000 | +17.1% | 4,015 | +0.8% | 0.13% | 0.0% |
Q3 2018 | $211,000 | -1.4% | 3,985 | -4.8% | 0.13% | -3.7% |
Q4 2017 | $214,000 | +2.4% | 4,185 | -6.7% | 0.13% | +0.8% |
Q3 2017 | $209,000 | +1.5% | 4,485 | -2.2% | 0.13% | -5.0% |
Q2 2017 | $206,000 | +1.0% | 4,585 | 0.0% | 0.14% | -1.4% |
Q1 2017 | $204,000 | – | 4,585 | – | 0.14% | – |
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% |