SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 419 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,800,191 | -2.6% | 36,011 | +1.0% | 0.62% | -7.0% |
Q1 2024 | $2,874,757 | +5.2% | 35,654 | -0.6% | 0.67% | -1.6% |
Q4 2023 | $2,731,598 | +3.9% | 35,881 | -3.4% | 0.68% | -6.6% |
Q3 2023 | $2,629,114 | -4.0% | 37,155 | -0.7% | 0.73% | +1.2% |
Q2 2023 | $2,739,073 | +1.7% | 37,424 | +1.7% | 0.72% | -8.7% |
Q1 2023 | $2,693,380 | -0.4% | 36,815 | +2.9% | 0.79% | -9.2% |
Q4 2022 | $2,703,172 | +17.7% | 35,785 | +5.3% | 0.87% | +11.3% |
Q3 2022 | $2,297,000 | -1.1% | 33,981 | +4.8% | 0.78% | +5.4% |
Q2 2022 | $2,322,000 | -6.5% | 32,412 | +3.0% | 0.74% | +9.5% |
Q1 2022 | $2,483,000 | +1.2% | 31,479 | +3.7% | 0.68% | +0.9% |
Q4 2021 | $2,453,000 | +29.6% | 30,348 | +19.0% | 0.67% | +18.3% |
Q3 2021 | $1,893,000 | +6.2% | 25,493 | +8.1% | 0.57% | +16.4% |
Q2 2021 | $1,783,000 | +8.5% | 23,573 | +4.6% | 0.49% | +41.6% |
Q1 2021 | $1,644,000 | +2.3% | 22,542 | -10.0% | 0.34% | -4.2% |
Q4 2020 | $1,607,000 | +7.1% | 25,060 | -7.6% | 0.36% | -6.5% |
Q3 2020 | $1,500,000 | +24.0% | 27,122 | +16.0% | 0.38% | +33.3% |
Q2 2020 | $1,210,000 | +9.0% | 23,373 | -5.3% | 0.29% | -11.9% |
Q1 2020 | $1,110,000 | -26.5% | 24,681 | -5.4% | 0.33% | -14.2% |
Q4 2019 | $1,511,000 | +14.5% | 26,088 | +8.3% | 0.38% | +5.2% |
Q3 2019 | $1,320,000 | +8.6% | 24,099 | +5.2% | 0.36% | +3.1% |
Q2 2019 | $1,216,000 | -8.1% | 22,904 | -9.5% | 0.35% | -16.2% |
Q1 2019 | $1,323,000 | -20.5% | 25,298 | -28.6% | 0.42% | -36.5% |
Q4 2018 | $1,664,000 | +59.7% | 35,418 | +80.2% | 0.66% | +76.9% |
Q3 2018 | $1,042,000 | -1.3% | 19,658 | -8.3% | 0.37% | -7.0% |
Q2 2018 | $1,056,000 | -0.1% | 21,429 | -0.6% | 0.40% | -11.1% |
Q1 2018 | $1,057,000 | +3.5% | 21,558 | +8.1% | 0.45% | +6.4% |
Q4 2017 | $1,021,000 | – | 19,951 | – | 0.42% | – |
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% |