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 | $7,441,215 | +5.8% | 105,161 | +8.6% | 4.54% | +6.9% |
| Q2 2023 | $7,033,796 | +11.5% | 96,858 | +12.3% | 4.24% | +2.9% |
| Q1 2023 | $6,307,477 | +2.5% | 86,214 | +5.9% | 4.13% | -4.2% |
| Q4 2022 | $6,152,489 | +63.4% | 81,447 | +43.7% | 4.31% | +53.8% |
| Q3 2022 | $3,765,000 | +24.2% | 56,674 | +33.9% | 2.80% | +31.1% |
| Q2 2022 | $3,032,000 | +12.8% | 42,333 | +24.2% | 2.14% | +30.9% |
| Q1 2022 | $2,689,000 | +34.2% | 34,089 | +37.6% | 1.63% | +37.1% |
| Q4 2021 | $2,003,000 | +17.5% | 24,776 | +7.9% | 1.19% | +9.5% |
| Q3 2021 | $1,705,000 | -2.8% | 22,972 | -1.0% | 1.09% | -1.8% |
| Q2 2021 | $1,754,000 | +26.2% | 23,201 | +21.7% | 1.11% | +17.1% |
| Q1 2021 | $1,390,000 | +44.0% | 19,059 | +26.7% | 0.94% | +35.0% |
| Q4 2020 | $965,000 | – | 15,040 | – | 0.70% | – |
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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% |