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 | $1,209 | -17.1% | 17,081 | -15.0% | 0.00% | -20.0% |
| Q2 2023 | $1,459 | +172.7% | 20,095 | +174.6% | 0.01% | +150.0% |
| Q1 2023 | $535 | +41.2% | 7,318 | +46.0% | 0.00% | +100.0% |
| Q4 2022 | $379 | -99.9% | 5,013 | -18.9% | 0.00% | -50.0% |
| Q1 2022 | $488,000 | +96.8% | 6,181 | +101.4% | 0.00% | +100.0% |
| Q4 2021 | $248,000 | +12.2% | 3,069 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $221,000 | +7.3% | 2,980 | +9.2% | 0.00% | 0.0% |
| Q2 2021 | $206,000 | -12.7% | 2,729 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $236,000 | -10.3% | 3,236 | -21.0% | 0.00% | 0.0% |
| Q4 2020 | $263,000 | +26.4% | 4,094 | +9.0% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | -36.2% | 3,757 | -33.3% | 0.00% | -50.0% |
| Q4 2019 | $326,000 | +25.4% | 5,635 | +15.2% | 0.00% | +100.0% |
| Q3 2019 | $260,000 | 0.0% | 4,891 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $260,000 | +14.5% | 4,891 | +12.5% | 0.00% | 0.0% |
| Q1 2019 | $227,000 | – | 4,349 | – | 0.00% | – |
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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% |