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 | $452,793 | -39.6% | 6,399 | -38.0% | 0.46% | -35.8% |
| Q2 2023 | $749,293 | -0.7% | 10,318 | 0.0% | 0.71% | +0.4% |
| Q1 2023 | $754,865 | -3.2% | 10,318 | 0.0% | 0.71% | +6.6% |
| Q4 2022 | $779,422 | +13.8% | 10,318 | 0.0% | 0.67% | +3.3% |
| Q3 2022 | $685,000 | -15.8% | 10,318 | 0.0% | 0.64% | +2.9% |
| Q1 2022 | $814,000 | -2.4% | 10,318 | 0.0% | 0.63% | +5.9% |
| Q4 2021 | $834,000 | -3.4% | 10,318 | -11.2% | 0.59% | -12.8% |
| Q3 2021 | $863,000 | -16.8% | 11,625 | -15.3% | 0.68% | -15.0% |
| Q2 2021 | $1,037,000 | – | 13,718 | – | 0.80% | – |
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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% |