SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,084,716 | -4.5% | 114,255 | -2.0% | 4.10% | -6.8% |
| Q2 2023 | $8,463,433 | +1.1% | 116,544 | +1.8% | 4.40% | -3.1% |
| Q1 2023 | $8,374,050 | -2.6% | 114,468 | +0.7% | 4.54% | -7.8% |
| Q4 2022 | $8,595,429 | +7.9% | 113,646 | -5.2% | 4.93% | +6.0% |
| Q3 2022 | $7,966,000 | -7.6% | 119,912 | -0.3% | 4.65% | -3.4% |
| Q2 2022 | $8,620,000 | -9.0% | 120,281 | +0.7% | 4.82% | +6.0% |
| Q1 2022 | $9,470,000 | -1.4% | 119,425 | +0.5% | 4.54% | +0.9% |
| Q4 2021 | $9,601,000 | +10.9% | 118,775 | +1.9% | 4.50% | +0.6% |
| Q3 2021 | $8,658,000 | +0.5% | 116,601 | +2.6% | 4.48% | -1.5% |
| Q2 2021 | $8,616,000 | +5.6% | 113,633 | +1.6% | 4.55% | -3.8% |
| Q1 2021 | $8,158,000 | +17.4% | 111,875 | +3.3% | 4.73% | +8.2% |
| Q4 2020 | $6,949,000 | – | 108,344 | – | 4.37% | – |
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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% |