SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,935 | -2.6% | 4,394 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $319,108 | +2.8% | 4,394 | +3.5% | 0.02% | 0.0% |
| Q1 2023 | $310,507 | -3.2% | 4,244 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $320,609 | +13.7% | 4,244 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $282,000 | -7.2% | 4,244 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $304,000 | -9.3% | 4,244 | 0.0% | 0.02% | +10.5% |
| Q1 2022 | $335,000 | -2.3% | 4,244 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $343,000 | -99.9% | 4,244 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $315,091,000 | -1.8% | 4,244 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $320,948,000 | +3.7% | 4,244 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $309,489,000 | +113682.7% | 4,244 | 0.0% | 0.02% | +11.8% |
| Q4 2020 | $272,000 | -99.9% | 4,244 | 0.0% | 0.02% | -43.3% |
| Q3 2020 | $234,705,000 | +6.8% | 4,244 | -32.6% | 0.03% | -3.2% |
| Q2 2020 | $219,857,000 | +15.2% | 6,301 | +48.5% | 0.03% | -8.8% |
| Q1 2020 | $190,905,000 | -22.3% | 4,244 | 0.0% | 0.03% | +6.2% |
| Q4 2019 | $245,825,000 | +105859.1% | 4,244 | 0.0% | 0.03% | -5.9% |
| Q3 2019 | $232,000 | -99.9% | 4,244 | -16.4% | 0.03% | -17.1% |
| Q2 2019 | $269,558,000 | – | 5,079 | – | 0.04% | – |
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% |