SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,158 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,660 | +7.8% | 3,500 | +10.7% | 0.08% | +86.0% |
| Q2 2023 | $229,697 | -2.9% | 3,163 | +0.5% | 0.04% | -15.7% |
| Q1 2023 | $236,667 | 0.0% | 3,148 | +0.5% | 0.05% | +37.8% |
| Q4 2022 | $236,667 | +16.6% | 3,133 | +3.0% | 0.04% | -44.8% |
| Q3 2022 | $203,000 | +1.0% | 3,042 | +8.3% | 0.07% | +9.8% |
| Q2 2022 | $201,000 | -6.9% | 2,808 | +2.4% | 0.06% | -4.7% |
| Q1 2022 | $216,000 | +7.5% | 2,741 | +10.2% | 0.06% | +6.7% |
| Q4 2021 | $201,000 | – | 2,488 | – | 0.06% | – |
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% |