SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,700,235 | -1.3% | 236,012 | +2267.7% | 0.26% | +6.1% |
| Q2 2023 | $16,915,714 | +2487.7% | 9,968 | -27.0% | 0.24% | +2118.2% |
| Q1 2023 | $653,700 | -97.1% | 13,661 | -95.5% | 0.01% | -97.3% |
| Q4 2022 | $22,928,646 | +46.8% | 303,530 | +29.1% | 0.41% | +16.7% |
| Q3 2022 | $15,615,000 | +250.2% | 235,064 | +277.6% | 0.35% | +254.0% |
| Q2 2022 | $4,459,000 | +5.2% | 62,249 | +15.9% | 0.10% | +7.5% |
| Q1 2022 | $4,237,000 | +12.3% | 53,705 | +15.0% | 0.09% | +4.5% |
| Q4 2021 | $3,773,000 | -20.1% | 46,684 | -26.6% | 0.09% | -31.0% |
| Q3 2021 | $4,722,000 | -35.3% | 63,601 | -34.1% | 0.13% | -36.1% |
| Q2 2021 | $7,303,000 | -6.3% | 96,569 | -9.7% | 0.20% | -18.5% |
| Q1 2021 | $7,795,000 | – | 106,900 | – | 0.25% | – |
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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% |