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 | $25,050 | +29.2% | 354 | +32.6% | 0.01% | +25.0% |
| Q2 2023 | $19,390 | -9.2% | 267 | -8.6% | 0.00% | -20.0% |
| Q1 2023 | $21,363 | -56.5% | 292 | -55.1% | 0.01% | -54.5% |
| Q4 2022 | $49,155 | +113.7% | 651 | +87.1% | 0.01% | +83.3% |
| Q3 2022 | $23,000 | -8.0% | 348 | -1.7% | 0.01% | -14.3% |
| Q2 2022 | $25,000 | -10.7% | 354 | +1.7% | 0.01% | -12.5% |
| Q4 2021 | $28,000 | +7.7% | 348 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $26,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 348 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $25,000 | +47.1% | 348 | +31.8% | 0.01% | +37.5% |
| Q4 2020 | $17,000 | +13.3% | 264 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 264 | -29.2% | 0.01% | +33.3% |
| Q1 2016 | $15,000 | +7.1% | 373 | 0.0% | 0.01% | -50.0% |
| Q4 2015 | $14,000 | – | 373 | – | 0.01% | – |
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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% |