SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,162 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $449,142 | -5.5% | 5,776 | -2.0% | 0.37% | -6.5% |
| Q1 2024 | $475,314 | +5.3% | 5,895 | -0.6% | 0.40% | 0.0% |
| Q4 2023 | $451,451 | +7.6% | 5,930 | 0.0% | 0.40% | -2.4% |
| Q3 2023 | $419,607 | -0.3% | 5,930 | +2.4% | 0.41% | +6.2% |
| Q2 2023 | $420,688 | -3.0% | 5,793 | -2.3% | 0.39% | -10.0% |
| Q1 2023 | $433,692 | -1.0% | 5,928 | +2.2% | 0.43% | -6.5% |
| Q4 2022 | $437,981 | +5.8% | 5,798 | -7.0% | 0.46% | -1.1% |
| Q3 2022 | $414,000 | -7.2% | 6,233 | 0.0% | 0.46% | -5.7% |
| Q2 2022 | $446,000 | -9.3% | 6,233 | 0.0% | 0.49% | +7.9% |
| Q1 2022 | $492,000 | -4.8% | 6,233 | -2.5% | 0.46% | -1.3% |
| Q4 2021 | $517,000 | – | 6,392 | – | 0.46% | – |
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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% |