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 | $292,011 | -4.0% | 4,127 | -1.5% | 0.27% | +2.7% |
Q2 2023 | $304,192 | +161.5% | 4,189 | +163.5% | 0.26% | +117.5% |
Q1 2023 | $116,314 | +31.0% | 1,590 | +35.3% | 0.12% | +50.0% |
Q4 2022 | $88,759 | +0.9% | 1,175 | -11.3% | 0.08% | -3.6% |
Q3 2022 | $88,000 | -7.4% | 1,324 | +0.2% | 0.08% | +1.2% |
Q2 2022 | $95,000 | -10.4% | 1,322 | -1.9% | 0.08% | +12.3% |
Q1 2022 | $106,000 | -28.4% | 1,347 | -26.6% | 0.07% | -18.9% |
Q4 2021 | $148,000 | +16.5% | 1,836 | +7.4% | 0.09% | +11.1% |
Q3 2021 | $127,000 | +54.9% | 1,709 | +57.8% | 0.08% | +50.0% |
Q2 2021 | $82,000 | +13.9% | 1,083 | +10.3% | 0.05% | +8.0% |
Q1 2021 | $72,000 | +350.0% | 982 | +292.8% | 0.05% | +316.7% |
Q4 2020 | $16,000 | +166.7% | 250 | +150.0% | 0.01% | +140.0% |
Q3 2020 | $6,000 | – | 100 | – | 0.01% | – |
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% |