SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,521,642 | -25.4% | 360,679 | -23.4% | 0.45% | -23.2% |
| Q2 2023 | $34,189,625 | +115797.0% | 470,802 | +16.8% | 0.59% | -3.6% |
| Q1 2023 | $29,500 | +41.7% | 403,229 | +46.3% | 0.61% | +7.4% |
| Q4 2022 | $20,815 | -99.9% | 275,545 | +29.1% | 0.57% | +24.9% |
| Q3 2022 | $14,180,000 | +54.6% | 213,451 | +66.7% | 0.45% | +58.4% |
| Q2 2022 | $9,170,000 | +289.9% | 128,024 | +329.4% | 0.29% | +297.2% |
| Q1 2022 | $2,352,000 | +114.6% | 29,813 | +119.9% | 0.07% | +118.2% |
| Q4 2021 | $1,096,000 | +117.0% | 13,555 | +99.3% | 0.03% | +106.2% |
| Q3 2021 | $505,000 | +64.5% | 6,803 | +67.5% | 0.02% | +45.5% |
| Q2 2021 | $307,000 | – | 4,062 | – | 0.01% | – |
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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% |