SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,361 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $205,520 | -14.5% | 2,643 | -11.3% | 0.02% | -17.2% |
| Q1 2024 | $240,277 | +2.5% | 2,980 | -3.2% | 0.03% | -19.4% |
| Q4 2023 | $234,404 | +218.2% | 3,079 | +195.8% | 0.04% | +176.9% |
| Q3 2023 | $73,661 | -2.1% | 1,041 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $75,234 | +24.0% | 1,036 | +25.0% | 0.01% | +18.2% |
| Q1 2023 | $60,650 | +15.2% | 829 | +18.9% | 0.01% | +10.0% |
| Q4 2022 | $52,651 | +25.4% | 697 | +11.3% | 0.01% | +25.0% |
| Q3 2022 | $42,000 | -30.0% | 626 | -25.1% | 0.01% | -27.3% |
| Q2 2022 | $60,000 | – | 836 | – | 0.01% | – |
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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% |