SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,591,000 | -1.7% | 32,606 | 0.0% | 0.32% | +3.5% |
| Q4 2021 | $2,636,000 | +8.9% | 32,606 | 0.0% | 0.31% | +1.0% |
| Q3 2021 | $2,421,000 | -1.8% | 32,606 | 0.0% | 0.31% | -1.6% |
| Q2 2021 | $2,466,000 | +1197.9% | 32,606 | +1151.2% | 0.32% | +1115.4% |
| Q1 2021 | $190,000 | +13.8% | 2,606 | 0.0% | 0.03% | +8.3% |
| Q4 2020 | $167,000 | +19.3% | 2,606 | +3.2% | 0.02% | +14.3% |
| Q3 2020 | $140,000 | +6.9% | 2,525 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $131,000 | +14.9% | 2,525 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $114,000 | -32.9% | 2,525 | -13.9% | 0.02% | -19.2% |
| Q4 2019 | $170,000 | +23.2% | 2,933 | +16.2% | 0.03% | +13.0% |
| Q3 2019 | $138,000 | +3.0% | 2,525 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $134,000 | +570.0% | 2,525 | +501.2% | 0.02% | +283.3% |
| Q3 2017 | $20,000 | – | 420 | – | 0.01% | – |
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% |