SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 664 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,258 | -0.7% | 6,716 | +1.9% | 0.46% | +23.8% |
| Q2 2023 | $478,642 | +5.9% | 6,591 | +6.7% | 0.37% | +20.3% |
| Q1 2023 | $452,012 | -2.4% | 6,178 | +0.8% | 0.31% | -10.4% |
| Q4 2022 | $463,054 | +14.6% | 6,130 | +0.9% | 0.35% | +10.2% |
| Q3 2022 | $404,000 | -6.5% | 6,078 | +0.9% | 0.32% | +1.3% |
| Q2 2022 | $432,000 | -18.8% | 6,026 | -10.7% | 0.31% | -33.4% |
| Q1 2022 | $532,000 | -1.8% | 6,746 | +0.6% | 0.47% | +7.4% |
| Q4 2021 | $542,000 | -0.6% | 6,704 | -8.7% | 0.44% | -4.0% |
| Q3 2021 | $545,000 | +4.8% | 7,346 | +6.8% | 0.45% | +15.6% |
| Q2 2021 | $520,000 | +71.1% | 6,881 | +64.9% | 0.39% | +60.0% |
| Q1 2021 | $304,000 | +14.3% | 4,172 | +0.7% | 0.24% | +17.8% |
| Q4 2020 | $266,000 | +12.7% | 4,144 | -2.8% | 0.21% | +26.1% |
| Q3 2020 | $236,000 | +8.3% | 4,263 | +1.0% | 0.16% | +6.5% |
| Q2 2020 | $218,000 | +31.3% | 4,221 | +0.9% | 0.16% | -7.2% |
| Q1 2020 | $166,000 | -30.8% | 4,185 | +1.0% | 0.17% | -10.2% |
| Q4 2019 | $240,000 | +7.6% | 4,145 | +1.7% | 0.19% | +4.5% |
| Q3 2019 | $223,000 | -99.9% | 4,076 | -21.8% | 0.18% | -44.2% |
| Q3 2016 | $220,620,000 | +2.7% | 5,214 | +0.6% | 0.32% | -1.8% |
| Q2 2016 | $214,828,000 | -38.1% | 5,184 | -40.1% | 0.32% | -46.7% |
| Q1 2016 | $347,074,000 | -81.2% | 8,657 | -81.3% | 0.61% | -66.5% |
| Q4 2015 | $1,848,488,000 | – | 46,316 | – | 1.82% | – |
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% |