SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 641 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,067,303 | -10.7% | 43,348 | -8.4% | 1.28% | -5.6% |
Q2 2023 | $3,436,232 | -1.5% | 47,318 | -0.8% | 1.36% | -6.9% |
Q1 2023 | $3,489,072 | +6.4% | 47,691 | +9.9% | 1.46% | +1.3% |
Q4 2022 | $3,279,266 | +22.6% | 43,411 | +7.8% | 1.44% | +17.6% |
Q3 2022 | $2,675,000 | +21.6% | 40,260 | +31.1% | 1.22% | +29.8% |
Q2 2022 | $2,200,000 | +10.7% | 30,713 | +22.0% | 0.94% | +30.3% |
Q1 2022 | $1,987,000 | +0.7% | 25,179 | +3.2% | 0.72% | +8.7% |
Q4 2021 | $1,973,000 | +9.8% | 24,407 | +0.9% | 0.66% | +3.3% |
Q3 2021 | $1,797,000 | -12.5% | 24,194 | -10.9% | 0.64% | -3.5% |
Q2 2021 | $2,053,000 | +1.7% | 27,151 | -1.9% | 0.67% | -1.3% |
Q1 2021 | $2,018,000 | +16.7% | 27,676 | +2.7% | 0.68% | +14.6% |
Q4 2020 | $1,729,000 | +18.2% | 26,956 | +1.9% | 0.59% | +7.7% |
Q3 2020 | $1,463,000 | +11.2% | 26,451 | +4.0% | 0.55% | +4.4% |
Q2 2020 | $1,316,000 | +16.2% | 25,431 | +1.0% | 0.52% | +0.2% |
Q1 2020 | $1,133,000 | -18.3% | 25,191 | +5.3% | 0.52% | -2.1% |
Q4 2019 | $1,386,000 | +13.0% | 23,921 | +6.8% | 0.53% | +6.8% |
Q3 2019 | $1,227,000 | -1.2% | 22,406 | -4.2% | 0.50% | -3.7% |
Q2 2019 | $1,242,000 | +3.2% | 23,398 | +1.7% | 0.52% | -1.9% |
Q1 2019 | $1,203,000 | +7.1% | 23,017 | -3.7% | 0.53% | -4.9% |
Q4 2018 | $1,123,000 | -11.3% | 23,907 | +0.1% | 0.56% | -1.2% |
Q3 2018 | $1,266,000 | +10.2% | 23,880 | +2.5% | 0.56% | +6.2% |
Q2 2018 | $1,149,000 | -5.4% | 23,308 | -5.9% | 0.53% | -5.5% |
Q1 2018 | $1,215,000 | – | 24,773 | – | 0.56% | – |
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% |