SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,365 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $419,348 | +5.9% | 5,201 | 0.0% | 0.23% | -1.3% |
| Q4 2023 | $395,944 | +7.6% | 5,201 | 0.0% | 0.23% | +3.6% |
| Q3 2023 | $368,015 | -0.8% | 5,201 | +1.8% | 0.22% | +13.1% |
| Q2 2023 | $370,891 | +26.2% | 5,107 | +27.1% | 0.20% | +59.7% |
| Q1 2023 | $293,940 | -18.6% | 4,018 | -16.0% | 0.12% | -29.9% |
| Q4 2022 | $361,240 | +45.1% | 4,782 | +27.4% | 0.18% | +55.3% |
| Q3 2022 | $249,000 | -6.4% | 3,755 | +0.9% | 0.11% | -5.0% |
| Q2 2022 | $266,000 | -54.3% | 3,720 | -49.5% | 0.12% | 0.0% |
| Q1 2022 | $582,000 | +96.6% | 7,368 | +101.3% | 0.12% | -8.4% |
| Q4 2021 | $296,000 | +9.6% | 3,661 | +0.8% | 0.13% | 0.0% |
| Q3 2021 | $270,000 | -1.1% | 3,632 | +0.8% | 0.13% | -6.4% |
| Q2 2021 | $273,000 | +4.6% | 3,604 | +0.7% | 0.14% | -9.1% |
| Q1 2021 | $261,000 | +14.5% | 3,579 | +0.7% | 0.15% | +1.3% |
| Q4 2020 | $228,000 | +16.9% | 3,554 | +0.9% | 0.15% | +5.6% |
| Q3 2020 | $195,000 | +8.3% | 3,521 | +1.0% | 0.14% | +2.9% |
| Q2 2020 | $180,000 | +15.4% | 3,486 | +0.8% | 0.14% | -5.4% |
| Q1 2020 | $156,000 | +500.0% | 3,457 | +675.1% | 0.15% | +572.7% |
| Q4 2019 | $26,000 | – | 446 | – | 0.02% | – |
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% |