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 | $478,530 | -3.6% | 6,154 | 0.0% | 0.58% | -20.2% |
| Q1 2024 | $496,191 | +16.1% | 6,154 | +9.6% | 0.72% | +7.1% |
| Q4 2023 | $427,496 | +7.6% | 5,615 | +0.0% | 0.67% | -1.7% |
| Q3 2023 | $397,187 | -2.5% | 5,613 | +0.0% | 0.69% | +11.7% |
| Q2 2023 | $407,487 | -0.7% | 5,611 | +0.0% | 0.61% | -6.5% |
| Q1 2023 | $410,374 | -3.1% | 5,609 | +0.0% | 0.66% | -5.7% |
| Q4 2022 | $423,591 | +13.9% | 5,608 | +0.0% | 0.70% | +18.3% |
| Q3 2022 | $372,000 | -7.2% | 5,606 | +0.0% | 0.59% | -2.8% |
| Q2 2022 | $401,000 | -9.3% | 5,604 | +0.0% | 0.61% | +27.0% |
| Q1 2022 | $442,000 | -2.4% | 5,602 | +0.0% | 0.48% | +6.5% |
| Q4 2021 | $453,000 | – | 5,600 | – | 0.45% | – |
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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% |