SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $866,000 | -26.0% | 11,137 | -23.3% | 0.13% | -29.6% |
| Q1 2024 | $1,170,895 | -5.9% | 14,522 | -11.2% | 0.19% | -15.2% |
| Q4 2023 | $1,244,541 | -67.0% | 16,348 | -69.4% | 0.22% | -73.7% |
| Q3 2023 | $3,775,594 | -31.4% | 53,358 | -29.6% | 0.85% | -34.0% |
| Q2 2023 | $5,501,565 | -18.6% | 75,758 | -18.0% | 1.28% | -26.7% |
| Q1 2023 | $6,756,820 | -14.0% | 92,357 | -11.2% | 1.75% | -5.9% |
| Q4 2022 | $7,860,953 | +175.8% | 104,063 | +142.6% | 1.86% | +123.3% |
| Q3 2022 | $2,850,000 | +94900.0% | 42,900 | +107150.0% | 0.83% | +83300.0% |
| Q1 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -97.7% | 40 | -97.9% | 0.00% | -97.7% |
| Q1 2020 | $88,000 | -22.1% | 1,951 | 0.0% | 0.04% | +30.3% |
| Q4 2019 | $113,000 | +4.6% | 1,951 | -1.4% | 0.03% | -5.7% |
| Q3 2019 | $108,000 | +2600.0% | 1,979 | +2810.3% | 0.04% | +3400.0% |
| Q2 2019 | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | +33.3% | 68 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | +50.0% | 68 | +78.9% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 38 | -28.3% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | – | 53 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Management Group, LLC | 467,850 | $21,975,000 | 21.10% |
| HHM Wealth Advisors, LLC | 512,097 | $24,053,000 | 17.63% |
| Asset Advisors Investment Management, LLC | 1,399,965 | $65,756,000 | 13.03% |
| Pinkerton Retirement Specialists, LLC | 542,463 | $25,479,000 | 12.89% |
| Summit Asset Management, LLC | 435,224 | $20,442,000 | 11.57% |
| Reitz Capital Advisors LLC | 175,351 | $8,236,000 | 9.96% |
| USAdvisors Wealth Management, LLC | 226,916 | $10,658,000 | 8.70% |
| Financial Sense Advisors, Inc. | 274,076 | $12,873,000 | 8.14% |
| Avantax Planning Partners, Inc. | 2,260,264 | $106,165,000 | 8.01% |
| Acorn Wealth Advisors, LLC | 151,984 | $7,301,000 | 7.48% |