SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,250,451 | +4.7% | 31,804 | +7.4% | 0.46% | +9.7% |
| Q2 2023 | $2,150,133 | +9.8% | 29,608 | +10.6% | 0.42% | +6.0% |
| Q1 2023 | $1,958,127 | +133834.8% | 26,765 | +38.3% | 0.40% | +30.2% |
| Q4 2022 | $1,462 | -99.8% | 19,350 | +46.6% | 0.30% | +55.6% |
| Q3 2022 | $877,000 | +10.7% | 13,196 | +19.3% | 0.20% | +19.5% |
| Q2 2022 | $792,000 | +19.8% | 11,062 | +32.1% | 0.16% | +36.7% |
| Q1 2022 | $661,000 | +63.6% | 8,375 | +67.6% | 0.12% | +69.0% |
| Q4 2021 | $404,000 | – | 4,997 | – | 0.07% | – |
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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% |