SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,981,807 | -6.9% | 155,198 | -4.5% | 3.35% | -1.6% |
| Q2 2023 | $11,798,384 | +5.3% | 162,467 | +6.0% | 3.40% | +3.0% |
| Q1 2023 | $11,209,054 | +284.4% | 153,213 | +296.9% | 3.30% | +252.8% |
| Q4 2022 | $2,916,251 | +177.2% | 38,605 | +143.8% | 0.94% | +137.6% |
| Q3 2022 | $1,052,000 | +110.8% | 15,836 | +127.3% | 0.39% | +117.7% |
| Q2 2022 | $499,000 | +66.3% | 6,966 | +83.0% | 0.18% | +44.8% |
| Q1 2022 | $300,000 | +29.3% | 3,806 | +32.4% | 0.12% | +35.9% |
| Q4 2021 | $232,000 | – | 2,875 | – | 0.09% | – |
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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% |