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 | $667,881 | -6.1% | 8,589 | -2.6% | 0.03% | -10.5% |
| Q1 2024 | $711,076 | -96.0% | 8,819 | -96.2% | 0.04% | -96.3% |
| Q4 2023 | $17,889,370 | -13.8% | 234,985 | -19.8% | 1.02% | -22.8% |
| Q3 2023 | $20,744,249 | +49874.1% | 293,164 | -48.7% | 1.32% | -46.3% |
| Q2 2023 | $41,510 | +7.0% | 571,604 | +7.8% | 2.46% | +3.4% |
| Q1 2023 | $38,791 | -3.3% | 530,226 | -0.1% | 2.38% | -3.9% |
| Q4 2022 | $40,107 | -99.9% | 530,933 | -3.0% | 2.48% | +3.6% |
| Q3 2022 | $36,360,000 | -6.8% | 547,340 | +0.5% | 2.39% | -1.1% |
| Q2 2022 | $39,001,000 | -9.9% | 544,484 | -0.8% | 2.42% | +5.1% |
| Q1 2022 | $43,304,000 | +4.3% | 548,910 | +6.8% | 2.30% | +12.8% |
| Q4 2021 | $41,538,000 | +12.6% | 513,891 | +3.4% | 2.04% | +5.3% |
| Q3 2021 | $36,893,000 | -0.6% | 496,944 | +1.2% | 1.94% | -2.1% |
| Q2 2021 | $37,123,000 | +10.5% | 490,918 | +6.6% | 1.98% | -1.9% |
| Q1 2021 | $33,589,000 | – | 460,632 | – | 2.02% | – |
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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% |