Fermata Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,297 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,170,678
+1609.7%
58,932
+1655.0%
1.18%
+431.7%
Q2 2023$243,936
-82.3%
3,358
-82.2%
0.22%
-73.4%
Q1 2023$1,377,220
-92.2%
18,825
-91.9%
0.83%
-84.0%
Q4 2022$17,565,443232,5325.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Asset Advisors Investment Management, LLC 1,418,223$75,166,00012.40%
Pinkerton Retirement Specialists, LLC 511,031$27,085,00010.91%
Summit Asset Management, LLC 426,264$22,592,00010.47%
USAdvisors Wealth Management, LLC 240,972$12,772,0009.15%
Avantax Planning Partners, Inc. 2,121,326$112,430,0009.00%
Q3 Asset Management 82,335$4,365,0008.43%
Acorn Wealth Advisors, LLC 149,856$7,544,0007.44%
Sharkey, Howes & Javer 225,870$11,971,0006.26%
Financial Sense Advisors, Inc. 253,744$13,448,0005.68%
ROCKY MOUNTAIN ADVISERS, LLC 26,059$1,381,0004.73%
View complete list of SCHWAB STRATEGIC TR shareholders