SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,283,560 | -10.0% | 29,367 | -6.7% | 0.42% | -16.3% |
| Q1 2024 | $2,538,084 | +1.2% | 31,478 | -4.5% | 0.50% | -11.2% |
| Q4 2023 | $2,508,992 | +15.5% | 32,957 | +7.3% | 0.56% | -6.2% |
| Q3 2023 | $2,172,884 | +270.0% | 30,708 | +279.7% | 0.60% | +270.8% |
| Q2 2023 | $587,322 | -5.4% | 8,088 | -4.7% | 0.16% | -15.7% |
| Q1 2023 | $620,899 | +20.3% | 8,487 | +24.2% | 0.19% | +4.9% |
| Q4 2022 | $516,237 | -4.9% | 6,834 | -16.3% | 0.18% | -16.5% |
| Q3 2022 | $543,000 | -16.7% | 8,168 | -10.3% | 0.22% | -16.2% |
| Q2 2022 | $652,000 | -10.8% | 9,101 | -1.7% | 0.26% | -6.8% |
| Q1 2022 | $731,000 | +54.2% | 9,263 | +57.8% | 0.28% | +40.9% |
| Q4 2021 | $474,000 | +1.1% | 5,869 | -7.2% | 0.20% | -7.5% |
| Q3 2021 | $469,000 | -33.3% | 6,323 | -32.0% | 0.21% | -35.5% |
| Q2 2021 | $703,000 | +140.8% | 9,299 | +104.3% | 0.33% | +72.0% |
| Q4 2020 | $292,000 | -38.5% | 4,551 | -47.1% | 0.19% | -42.7% |
| Q3 2020 | $475,000 | -15.3% | 8,596 | -20.7% | 0.34% | -37.8% |
| Q2 2020 | $561,000 | +18.4% | 10,841 | +2.8% | 0.54% | -9.8% |
| Q1 2020 | $474,000 | – | 10,541 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Management Group, LLC | 467,850 | $21,975,000 | 21.10% |
| HHM Wealth Advisors, LLC | 512,097 | $24,053,000 | 17.63% |
| Asset Advisors Investment Management, LLC | 1,399,965 | $65,756,000 | 13.03% |
| Pinkerton Retirement Specialists, LLC | 542,463 | $25,479,000 | 12.89% |
| Summit Asset Management, LLC | 435,224 | $20,442,000 | 11.57% |
| Reitz Capital Advisors LLC | 175,351 | $8,236,000 | 9.96% |
| USAdvisors Wealth Management, LLC | 226,916 | $10,658,000 | 8.70% |
| Financial Sense Advisors, Inc. | 274,076 | $12,873,000 | 8.14% |
| Avantax Planning Partners, Inc. | 2,260,264 | $106,165,000 | 8.01% |
| Acorn Wealth Advisors, LLC | 151,984 | $7,301,000 | 7.48% |