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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $348,952 | +162961.7% | 4,488 | +58.6% | 0.04% | -4.9% |
| Q4 2022 | $214 | -35.9% | 2,830 | -43.7% | 0.04% | -43.1% |
| Q3 2022 | $334 | -20.1% | 5,030 | -13.7% | 0.07% | -30.8% |
| Q2 2022 | $418 | -99.9% | 5,830 | -17.7% | 0.10% | -23.5% |
| Q1 2022 | $559,000 | -33.7% | 7,080 | -37.6% | 0.14% | -53.4% |
| Q3 2021 | $843,000 | -41.1% | 11,350 | -42.2% | 0.29% | -41.5% |
| Q1 2021 | $1,431,000 | +38.9% | 19,630 | +22.2% | 0.50% | +22.3% |
| Q4 2020 | $1,030,000 | – | 16,064 | – | 0.41% | – |
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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% |