SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,165 | -15.6% | 105,000 | -12.5% | 6.81% | +33.6% |
| Q1 2024 | $9,676 | +73.1% | 120,000 | +51.9% | 5.10% | +25.1% |
| Q3 2023 | $5,590 | +4.0% | 79,000 | +6.8% | 4.07% | +11.9% |
| Q2 2023 | $5,374 | -29.4% | 74,000 | -28.8% | 3.64% | +8.8% |
| Q1 2023 | $7,609 | +83.1% | 104,000 | +89.1% | 3.35% | +62.3% |
| Q4 2022 | $4,155 | -99.9% | 55,000 | -21.4% | 2.06% | -27.3% |
| Q3 2022 | $4,650,000 | -7.3% | 70,000 | 0.0% | 2.84% | +33.7% |
| Q2 2022 | $5,014,000 | +66.7% | 70,000 | +72.8% | 2.12% | +27.4% |
| Q3 2021 | $3,007,000 | -1.8% | 40,500 | 0.0% | 1.67% | -17.6% |
| Q2 2021 | $3,063,000 | -12.5% | 40,500 | -15.6% | 2.02% | +1.2% |
| Q1 2021 | $3,500,000 | +70.6% | 48,000 | +50.0% | 2.00% | +6.8% |
| Q4 2020 | $2,052,000 | -56.6% | 32,000 | -62.6% | 1.87% | -50.0% |
| Q3 2020 | $4,728,000 | – | 85,500 | – | 3.75% | – |
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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% |