SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 917 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $663,944 | +8.8% | 9,383 | +11.6% | 0.06% | +14.5% |
Q2 2023 | $610,352 | +167.4% | 8,405 | +169.4% | 0.06% | +150.0% |
Q1 2023 | $228,265 | +8.2% | 3,120 | +6.1% | 0.02% | -4.3% |
Q2 2022 | $211,000 | -5.4% | 2,941 | +4.2% | 0.02% | +4.5% |
Q1 2022 | $223,000 | -1.3% | 2,823 | +0.4% | 0.02% | 0.0% |
Q4 2021 | $226,000 | -7.4% | 2,811 | -14.4% | 0.02% | -15.4% |
Q3 2021 | $244,000 | -1.2% | 3,285 | +0.5% | 0.03% | 0.0% |
Q2 2021 | $247,000 | -13.9% | 3,270 | -17.0% | 0.03% | -23.5% |
Q1 2021 | $287,000 | +16.2% | 3,942 | +2.5% | 0.03% | +9.7% |
Q4 2020 | $247,000 | +19.9% | 3,845 | +3.2% | 0.03% | 0.0% |
Q3 2020 | $206,000 | -5.9% | 3,727 | -1.4% | 0.03% | -11.4% |
Q4 2019 | $219,000 | +9.0% | 3,779 | +3.0% | 0.04% | 0.0% |
Q3 2019 | $201,000 | -13.0% | 3,670 | -16.2% | 0.04% | -14.6% |
Q2 2019 | $231,000 | -42.7% | 4,381 | 0.0% | 0.04% | -16.3% |
Q1 2019 | $403,000 | +92.8% | 4,381 | -1.7% | 0.05% | +8.9% |
Q4 2018 | $209,000 | -95.7% | 4,456 | -98.1% | 0.04% | -27.4% |
Q3 2018 | $4,908,000 | -1.2% | 232,989 | -4.7% | 0.06% | +10.7% |
Q2 2018 | $4,970,000 | +1962.2% | 244,601 | +4761.9% | 0.06% | +21.7% |
Q1 2018 | $241,000 | +0.4% | 5,031 | +8.3% | 0.05% | +2.2% |
Q4 2017 | $240,000 | +3.0% | 4,647 | -5.3% | 0.04% | -6.2% |
Q3 2017 | $233,000 | +8.9% | 4,908 | +3.2% | 0.05% | 0.0% |
Q2 2017 | $214,000 | – | 4,757 | – | 0.05% | – |
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% |