SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,727,988 | -13.8% | 109,214 | -11.5% | 0.09% | -2.1% |
Q2 2023 | $8,964,009 | -37.6% | 123,437 | -37.1% | 0.10% | -46.3% |
Q1 2023 | $14,367,939 | +33.2% | 196,391 | +37.5% | 0.18% | -53.2% |
Q4 2022 | $10,789,893 | +26.2% | 142,837 | +11.0% | 0.38% | +11.5% |
Q3 2022 | $8,550,000 | +6.1% | 128,709 | +14.4% | 0.34% | +5.0% |
Q2 2022 | $8,057,000 | +34.8% | 112,480 | +48.5% | 0.32% | +53.8% |
Q1 2022 | $5,977,000 | +273.3% | 75,759 | +282.5% | 0.21% | +288.9% |
Q4 2021 | $1,601,000 | +80.9% | 19,807 | +66.1% | 0.05% | +63.6% |
Q3 2021 | $885,000 | +16.1% | 11,927 | +18.3% | 0.03% | +10.0% |
Q2 2021 | $762,000 | +69.0% | 10,078 | +63.0% | 0.03% | +50.0% |
Q1 2021 | $451,000 | +750.9% | 6,184 | +509.3% | 0.02% | +566.7% |
Q2 2020 | $53,000 | -20.9% | 1,015 | -31.4% | 0.00% | -40.0% |
Q1 2020 | $67,000 | +97.1% | 1,480 | +153.0% | 0.01% | +66.7% |
Q4 2019 | $34,000 | – | 585 | – | 0.00% | – |
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% |