SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 271 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,690,988 | -13.0% | 21,746 | -9.7% | 0.06% | -17.1% |
| Q1 2024 | $1,942,804 | +21.9% | 24,095 | +15.1% | 0.07% | +22.8% |
| Q4 2023 | $1,594,017 | -7.3% | 20,938 | -13.8% | 0.06% | -26.9% |
| Q3 2023 | $1,718,921 | -16.0% | 24,292 | -13.8% | 0.08% | -13.3% |
| Q2 2023 | $2,046,430 | -21.6% | 28,180 | -21.0% | 0.09% | -28.6% |
| Q1 2023 | $2,610,884 | -6.2% | 35,687 | -3.2% | 0.13% | -86.8% |
| Q4 2022 | $2,783,849 | +20.0% | 36,853 | +5.5% | 0.96% | +608.9% |
| Q3 2022 | $2,320,000 | +1042.9% | 34,922 | +671.9% | 0.14% | +350.0% |
| Q1 2020 | $203,000 | -97.4% | 4,524 | -96.6% | 0.03% | -91.2% |
| Q4 2019 | $7,816,000 | +2413.2% | 134,940 | +2365.1% | 0.34% | +797.4% |
| Q3 2019 | $311,000 | -6.0% | 5,474 | -13.5% | 0.04% | -19.1% |
| Q1 2019 | $331,000 | +7.8% | 6,330 | +3.4% | 0.05% | -13.0% |
| Q4 2018 | $307,000 | -81.2% | 6,124 | -83.3% | 0.05% | -79.1% |
| Q1 2017 | $1,629,000 | – | 36,665 | – | 0.26% | – |
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% |