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 | $1,357,651 | +3.9% | 17,460 | +7.8% | 0.38% | -11.3% |
| Q1 2024 | $1,306,568 | +7.8% | 16,204 | +1.7% | 0.43% | -7.2% |
| Q4 2023 | $1,212,591 | +6.9% | 15,928 | -0.7% | 0.46% | -16.1% |
| Q3 2023 | $1,134,570 | +116986.7% | 16,034 | +20.1% | 0.55% | +17.1% |
| Q2 2023 | $969 | -36.2% | 13,355 | -35.6% | 0.47% | -49.3% |
| Q1 2023 | $1,518 | -3.0% | 20,752 | +0.2% | 0.92% | -17.8% |
| Q4 2022 | $1,565 | – | 20,719 | – | 1.12% | – |
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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% |