SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,209,568 | +2.2% | 59,491 | +4.8% | 0.20% | -7.0% |
| Q2 2023 | $4,120,800 | +6.2% | 56,745 | +7.0% | 0.21% | -5.7% |
| Q1 2023 | $3,880,304 | +24.6% | 53,039 | +28.7% | 0.23% | +6.6% |
| Q4 2022 | $3,113,832 | +56.8% | 41,221 | +37.9% | 0.21% | +41.1% |
| Q3 2022 | $1,986,000 | +5.4% | 29,894 | +13.7% | 0.15% | +4.1% |
| Q2 2022 | $1,884,000 | -19.7% | 26,301 | -11.5% | 0.14% | -11.0% |
| Q1 2022 | $2,345,000 | -2.6% | 29,724 | -0.2% | 0.16% | -5.2% |
| Q4 2021 | $2,407,000 | +17.3% | 29,774 | +7.7% | 0.17% | +11.7% |
| Q3 2021 | $2,052,000 | +8.1% | 27,645 | +10.1% | 0.15% | +2.7% |
| Q2 2021 | $1,899,000 | +35.3% | 25,108 | +30.4% | 0.15% | +15.4% |
| Q1 2021 | $1,404,000 | +44.6% | 19,248 | +27.2% | 0.13% | +42.9% |
| Q4 2020 | $971,000 | +71.9% | 15,133 | +48.0% | 0.09% | +42.2% |
| Q3 2020 | $565,000 | – | 10,224 | – | 0.06% | – |
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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% |