SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 925 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,175 | -99.9% | 15,432 | -20.3% | 0.10% | -27.6% |
| Q1 2022 | $1,528,000 | -83.6% | 19,373 | -83.1% | 0.13% | -82.3% |
| Q4 2021 | $9,293,000 | -76.1% | 114,971 | -78.1% | 0.76% | -76.4% |
| Q3 2021 | $38,953,000 | +12226.9% | 524,678 | +8985.3% | 3.21% | +4422.5% |
| Q3 2019 | $316,000 | – | 5,775 | – | 0.07% | – |
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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% |