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 | $9,672,667 | +0.8% | 124,391 | +4.6% | 0.25% | -8.3% |
| Q1 2024 | $9,591,557 | +152.7% | 118,956 | +138.6% | 0.28% | +52.2% |
| Q4 2023 | $3,795,274 | +23.8% | 49,852 | +15.1% | 0.18% | +22.1% |
| Q3 2023 | $3,065,536 | +6.7% | 43,322 | +9.5% | 0.15% | -6.9% |
| Q2 2023 | $2,873,328 | +111.6% | 39,566 | +113.2% | 0.16% | +81.8% |
| Q1 2023 | $1,358,095 | +31.6% | 18,562 | +35.9% | 0.09% | +10.0% |
| Q4 2022 | $1,032,072 | +121.5% | 13,662 | +94.8% | 0.08% | +196.3% |
| Q3 2022 | $466,000 | +20.4% | 7,014 | +30.0% | 0.03% | -18.2% |
| Q2 2022 | $387,000 | +25.6% | 5,395 | +37.9% | 0.03% | +6.5% |
| Q1 2022 | $308,000 | – | 3,911 | – | 0.03% | – |
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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% |