SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $7,995 | +3.5% | 99,161 | -2.3% | 2.56% | -9.8% |
| Q4 2023 | $7,725 | +10.0% | 101,474 | +2.3% | 2.84% | -2.6% |
| Q3 2023 | $7,022 | -10.7% | 99,233 | -7.7% | 2.92% | -17.8% |
| Q1 2023 | $7,866 | -26.9% | 107,523 | -24.6% | 3.55% | -21.1% |
| Q4 2022 | $10,766 | -99.9% | 142,517 | -1.8% | 4.51% | -0.6% |
| Q3 2022 | $9,640,000 | -8.0% | 145,118 | -0.8% | 4.54% | -2.6% |
| Q2 2022 | $10,482,000 | -10.1% | 146,339 | -1.0% | 4.66% | -3.6% |
| Q1 2022 | $11,666,000 | -7.3% | 147,878 | -5.0% | 4.83% | +7.0% |
| Q4 2021 | $12,582,000 | +10.5% | 155,665 | +1.5% | 4.52% | -6.6% |
| Q3 2021 | $11,387,000 | +3.3% | 153,383 | +5.2% | 4.83% | -17.5% |
| Q2 2021 | $11,022,000 | +3.9% | 145,760 | +0.2% | 5.86% | +16.3% |
| Q1 2021 | $10,609,000 | +14.4% | 145,494 | +0.6% | 5.04% | +4.5% |
| Q4 2020 | $9,275,000 | +16.3% | 144,600 | +0.3% | 4.82% | +6.9% |
| Q3 2020 | $7,974,000 | +10.1% | 144,192 | +3.0% | 4.51% | +3.9% |
| Q2 2020 | $7,241,000 | +18.7% | 139,932 | +3.2% | 4.34% | +1.5% |
| Q1 2020 | $6,100,000 | -4.3% | 135,615 | +23.2% | 4.27% | +0.6% |
| Q4 2019 | $6,375,000 | – | 110,067 | – | 4.25% | – |
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% |