SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,859,000 | -6.7% | 38,510 | -5.0% | 1.39% | -12.7% |
| Q2 2021 | $3,065,000 | -7.0% | 40,530 | -10.3% | 1.59% | +0.4% |
| Q1 2021 | $3,295,000 | -2.6% | 45,180 | -14.3% | 1.59% | -9.9% |
| Q4 2020 | $3,382,000 | +0.4% | 52,730 | -13.5% | 1.76% | -9.2% |
| Q3 2020 | $3,369,000 | +1.0% | 60,930 | -5.4% | 1.94% | -1.4% |
| Q2 2020 | $3,334,000 | +79.7% | 64,430 | +56.3% | 1.97% | +48.5% |
| Q1 2020 | $1,855,000 | +1.4% | 41,230 | +30.5% | 1.32% | +18.7% |
| Q4 2019 | $1,830,000 | +5.4% | 31,600 | -0.3% | 1.12% | -1.7% |
| Q3 2019 | $1,737,000 | +3.0% | 31,710 | -0.2% | 1.14% | +2.0% |
| Q2 2019 | $1,686,000 | -14.0% | 31,760 | -15.3% | 1.11% | -6.2% |
| Q1 2019 | $1,960,000 | +9.9% | 37,490 | -1.3% | 1.19% | +4.5% |
| Q4 2018 | $1,784,000 | -30.2% | 37,990 | -21.2% | 1.14% | -19.5% |
| Q3 2018 | $2,556,000 | +4.1% | 48,230 | -3.2% | 1.41% | +4.1% |
| Q2 2018 | $2,456,000 | -1.8% | 49,820 | -2.4% | 1.36% | -12.0% |
| Q1 2018 | $2,502,000 | +5.0% | 51,020 | +9.6% | 1.54% | -8.8% |
| Q4 2017 | $2,383,000 | – | 46,570 | – | 1.69% | – |
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% |