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 | $1,648,434 | -4.1% | 21,199 | -0.5% | 0.62% | -6.3% |
| Q1 2024 | $1,718,548 | +4.4% | 21,314 | -1.4% | 0.66% | -0.3% |
| Q4 2023 | $1,646,235 | +7.4% | 21,624 | -0.2% | 0.66% | -3.6% |
| Q3 2023 | $1,532,662 | -2.3% | 21,660 | +0.2% | 0.69% | -21.9% |
| Q2 2023 | $1,569,318 | -1.2% | 21,610 | -0.5% | 0.88% | -13.8% |
| Q1 2023 | $1,588,304 | +95465.8% | 21,710 | -1.3% | 1.03% | +2.8% |
| Q4 2022 | $1,662 | -99.9% | 22,002 | 0.0% | 1.00% | +4.3% |
| Q3 2022 | $1,462,000 | -1.6% | 22,002 | +6.1% | 0.96% | -1.3% |
| Q2 2022 | $1,486,000 | -9.2% | 20,740 | 0.0% | 0.97% | +1.1% |
| Q1 2022 | $1,636,000 | -2.4% | 20,740 | 0.0% | 0.96% | -1.0% |
| Q4 2021 | $1,676,000 | – | 20,740 | – | 0.97% | – |
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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% |