SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,532 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,320,504 | +0.3% | 28,100 | -2.1% | 2.02% | -9.8% |
| Q1 2024 | $2,314,674 | +4.7% | 28,707 | -1.1% | 2.24% | -11.0% |
| Q4 2023 | $2,209,921 | +6.1% | 29,028 | -1.4% | 2.52% | -2.4% |
| Q3 2023 | $2,082,484 | -3.3% | 29,430 | -0.8% | 2.58% | -11.1% |
| Q2 2023 | $2,154,516 | -8.2% | 29,668 | -7.5% | 2.90% | -13.8% |
| Q1 2023 | $2,347,354 | -5.1% | 32,085 | -2.0% | 3.37% | -11.9% |
| Q4 2022 | $2,474,278 | +4.5% | 32,755 | +3.0% | 3.82% | +7.9% |
| Q2 2022 | $2,367,000 | -5.9% | 31,799 | -0.3% | 3.54% | +4.2% |
| Q1 2022 | $2,516,000 | -1.8% | 31,899 | +0.6% | 3.40% | +2.8% |
| Q4 2021 | $2,563,000 | +7.6% | 31,705 | -1.2% | 3.30% | -0.4% |
| Q3 2021 | $2,382,000 | +2.7% | 32,087 | +4.6% | 3.32% | +1.1% |
| Q2 2021 | $2,320,000 | +2.9% | 30,677 | -0.8% | 3.28% | -7.1% |
| Q1 2021 | $2,255,000 | – | 30,918 | – | 3.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Management Group, LLC | 467,850 | $21,975,000 | 21.10% |
| HHM Wealth Advisors, LLC | 512,097 | $24,053,000 | 17.63% |
| Asset Advisors Investment Management, LLC | 1,399,965 | $65,756,000 | 13.03% |
| Pinkerton Retirement Specialists, LLC | 542,463 | $25,479,000 | 12.89% |
| Summit Asset Management, LLC | 435,224 | $20,442,000 | 11.57% |
| Reitz Capital Advisors LLC | 175,351 | $8,236,000 | 9.96% |
| USAdvisors Wealth Management, LLC | 226,916 | $10,658,000 | 8.70% |
| Financial Sense Advisors, Inc. | 274,076 | $12,873,000 | 8.14% |
| Avantax Planning Partners, Inc. | 2,260,264 | $106,165,000 | 8.01% |
| Acorn Wealth Advisors, LLC | 151,984 | $7,301,000 | 7.48% |