SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,973,111 | +692.8% | 140,744 | +721.0% | 0.68% | +676.1% |
| Q2 2023 | $1,257,890 | +8.6% | 17,142 | +8.2% | 0.09% | +2.3% |
| Q1 2023 | $1,158,635 | +3.9% | 15,837 | -1.8% | 0.09% | -3.4% |
| Q4 2022 | $1,115,121 | +26.4% | 16,133 | +21.5% | 0.09% | -22.6% |
| Q3 2022 | $882,000 | -0.1% | 13,274 | +7.6% | 0.12% | +18.6% |
| Q2 2022 | $883,000 | -5.5% | 12,332 | +4.2% | 0.10% | -2.0% |
| Q1 2022 | $934,000 | +498.7% | 11,833 | +512.2% | 0.10% | +482.4% |
| Q4 2021 | $156,000 | -66.0% | 1,933 | -68.7% | 0.02% | -66.7% |
| Q3 2021 | $459,000 | -6.1% | 6,183 | -4.3% | 0.05% | -5.6% |
| Q2 2021 | $489,000 | +5.2% | 6,462 | +1.3% | 0.05% | -21.7% |
| Q1 2021 | $465,000 | +13.4% | 6,377 | -0.2% | 0.07% | -5.5% |
| Q4 2020 | $410,000 | +28.1% | 6,391 | +10.5% | 0.07% | +9.0% |
| Q3 2020 | $320,000 | -3.3% | 5,786 | 0.0% | 0.07% | -5.6% |
| Q2 2020 | $331,000 | +114.9% | 5,786 | +83.4% | 0.07% | +73.2% |
| Q1 2020 | $154,000 | +73.0% | 3,154 | +110.0% | 0.04% | +95.2% |
| Q4 2019 | $89,000 | – | 1,502 | – | 0.02% | – |
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% |