SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,337 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,900,163 | -1.3% | 309,501 | +1.3% | 14.15% | +2.3% |
| Q2 2023 | $22,183,176 | -1.8% | 305,471 | -1.1% | 13.83% | -5.3% |
| Q1 2023 | $22,599,237 | -3.7% | 308,903 | -0.6% | 14.60% | -8.4% |
| Q4 2022 | $23,465,745 | +13.6% | 310,641 | -0.1% | 15.94% | +4.0% |
| Q3 2022 | $20,659,000 | -7.9% | 310,968 | -0.7% | 15.34% | -3.6% |
| Q2 2022 | $22,436,000 | -9.0% | 313,037 | +0.1% | 15.91% | +0.2% |
| Q1 2022 | $24,649,000 | -2.7% | 312,632 | -0.2% | 15.89% | -5.0% |
| Q4 2021 | $25,327,000 | – | 313,288 | – | 16.72% | – |
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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% |