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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $229,981 | -92.8% | 3,011 | -93.5% | 10.60% | +41.9% |
| Q3 2023 | $3,214,544 | -9.3% | 46,406 | -2.3% | 7.47% | -6.2% |
| Q2 2023 | $3,543,269 | +4.5% | 47,516 | -2.0% | 7.96% | +4.3% |
| Q1 2023 | $3,389,377 | +1.6% | 48,482 | +9.8% | 7.64% | +6.3% |
| Q4 2022 | $3,334,789 | +19.9% | 44,146 | +5.4% | 7.19% | +10.5% |
| Q3 2022 | $2,782,000 | -35.2% | 41,876 | -30.1% | 6.51% | -34.8% |
| Q2 2022 | $4,294,000 | -8.2% | 59,951 | +1.1% | 9.99% | +3.0% |
| Q1 2022 | $4,680,000 | -3.6% | 59,323 | -1.2% | 9.70% | +1.2% |
| Q4 2021 | $4,855,000 | +38.4% | 60,059 | +27.1% | 9.58% | +8.1% |
| Q3 2021 | $3,509,000 | +0.1% | 47,265 | +1.9% | 8.86% | -2.8% |
| Q2 2021 | $3,507,000 | – | 46,376 | – | 9.12% | – |
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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% |