SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,830 | +0.9% | 1,750 | +3.6% | 0.22% | +4.4% |
| Q2 2023 | $122,728 | -1.5% | 1,690 | -0.8% | 0.21% | -5.5% |
| Q1 2023 | $124,591 | +102023.8% | 1,703 | +5.8% | 0.22% | -7.6% |
| Q4 2022 | $122 | -99.9% | 1,609 | -2.2% | 0.24% | +2.6% |
| Q3 2022 | $109,000 | -7.6% | 1,645 | 0.0% | 0.23% | -11.9% |
| Q2 2022 | $118,000 | -11.9% | 1,645 | -3.1% | 0.26% | -0.4% |
| Q1 2022 | $134,000 | +18.6% | 1,697 | +21.0% | 0.26% | +51.4% |
| Q4 2021 | $113,000 | +10.8% | 1,403 | +1.7% | 0.17% | +4.8% |
| Q3 2021 | $102,000 | +12.1% | 1,379 | +14.8% | 0.16% | +8.6% |
| Q2 2021 | $91,000 | +127.5% | 1,201 | +120.0% | 0.15% | +111.1% |
| Q1 2021 | $40,000 | – | 546 | +18100.0% | 0.07% | – |
| Q1 2020 | $0 | – | 3 | – | 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% |