SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,266,347 | -0.4% | 88,557 | +1.1% | 0.02% | 0.0% |
| Q2 2023 | $6,294,353 | +63841.0% | 87,552 | -34.9% | 0.02% | -42.9% |
| Q1 2023 | $9,844 | +1.3% | 134,559 | +4.6% | 0.04% | -14.3% |
| Q4 2022 | $9,713 | -99.9% | 128,596 | +5.4% | 0.05% | +16.7% |
| Q3 2022 | $8,105,000 | +6.7% | 122,022 | +15.0% | 0.04% | +5.0% |
| Q2 2022 | $7,596,000 | +101.1% | 106,064 | +121.4% | 0.04% | +122.2% |
| Q1 2022 | $3,778,000 | +54.8% | 47,901 | +58.6% | 0.02% | +63.6% |
| Q4 2021 | $2,441,000 | +49.4% | 30,211 | +37.2% | 0.01% | +22.2% |
| Q3 2021 | $1,634,000 | +176.5% | 22,019 | +181.1% | 0.01% | +200.0% |
| Q2 2021 | $591,000 | +556.7% | 7,833 | +534.8% | 0.00% | +200.0% |
| Q1 2021 | $90,000 | +462.5% | 1,234 | +376.4% | 0.00% | – |
| Q4 2020 | $16,000 | +14.3% | 259 | +0.8% | 0.00% | – |
| Q3 2020 | $14,000 | +7.7% | 257 | +0.8% | 0.00% | – |
| Q2 2020 | $13,000 | +18.2% | 255 | +1.2% | 0.00% | – |
| Q1 2020 | $11,000 | – | 252 | – | 0.00% | – |
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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% |