SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 271 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,228,253 | +4.8% | 73,887 | +7.6% | 0.20% | +8.6% |
| Q2 2023 | $4,988,831 | +6.4% | 68,697 | +7.1% | 0.18% | -1.1% |
| Q1 2023 | $4,690,595 | +60.8% | 64,114 | +66.0% | 0.19% | +49.6% |
| Q4 2022 | $2,917,144 | +518.0% | 38,617 | +443.5% | 0.12% | +443.5% |
| Q3 2022 | $472,000 | +130.2% | 7,105 | +148.8% | 0.02% | +155.6% |
| Q2 2022 | $205,000 | -1.0% | 2,856 | +8.6% | 0.01% | +12.5% |
| Q1 2022 | $207,000 | -16.9% | 2,629 | -41.5% | 0.01% | -38.5% |
| Q3 2020 | $249,000 | +13.2% | 4,494 | -8.5% | 0.01% | -51.9% |
| Q1 2017 | $220,000 | -8.7% | 4,914 | -10.6% | 0.03% | -15.6% |
| Q4 2016 | $241,000 | -12.0% | 5,499 | -16.8% | 0.03% | -20.0% |
| Q3 2016 | $274,000 | – | 6,613 | – | 0.04% | – |
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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% |