INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.

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Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,651
-2.6%
940.0%0.00%0.0%
Q2 2023$6,826
-0.7%
940.0%0.00%0.0%
Q1 2023$6,877
-3.2%
940.0%0.00%0.0%
Q4 2022$7,101
-45.4%
94
-51.5%
0.00%
-50.0%
Q3 2022$13,000
+85.7%
194
+106.4%
0.00%
+100.0%
Q2 2022$7,0000.0%940.0%0.00%0.0%
Q1 2022$7,000
-12.5%
940.0%0.00%0.0%
Q4 2021$8,000
+14.3%
940.0%0.00%0.0%
Q3 2021$7,0000.0%940.0%0.00%0.0%
Q2 2021$7,0000.0%940.0%0.00%0.0%
Q1 2021$7,000
+16.7%
940.0%0.00%0.0%
Q4 2020$6,000
+20.0%
940.0%0.00%0.0%
Q3 2020$5,0000.0%940.0%0.00%0.0%
Q2 2020$5,000
+25.0%
940.0%0.00%0.0%
Q1 2020$4,000
-20.0%
940.0%0.00%0.0%
Q4 2019$5,0000.0%940.0%0.00%0.0%
Q3 2019$5,0000.0%940.0%0.00%0.0%
Q2 2019$5,0000.0%940.0%0.00%0.0%
Q1 2019$5,000
+25.0%
940.0%0.00%0.0%
Q4 2018$4,000
-20.0%
940.0%0.00%0.0%
Q3 2018$5,0000.0%940.0%0.00%0.0%
Q2 2018$5,0000.0%940.0%0.00%0.0%
Q1 2018$5,000–94–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Asset Advisors Investment Management, LLC 1,418,223$75,166,00012.40%
Pinkerton Retirement Specialists, LLC 511,031$27,085,00010.91%
Summit Asset Management, LLC 426,264$22,592,00010.47%
USAdvisors Wealth Management, LLC 240,972$12,772,0009.15%
Avantax Planning Partners, Inc. 2,121,326$112,430,0009.00%
Q3 Asset Management 82,335$4,365,0008.43%
Acorn Wealth Advisors, LLC 149,856$7,544,0007.44%
Sharkey, Howes & Javer 225,870$11,971,0006.26%
Financial Sense Advisors, Inc. 253,744$13,448,0005.68%
ROCKY MOUNTAIN ADVISERS, LLC 26,059$1,381,0004.73%
View complete list of SCHWAB STRATEGIC TR shareholders