SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,330 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $872,642 | +3.3% | 11,222 | +7.2% | 1.02% | -6.0% |
| Q1 2024 | $844,458 | +28.8% | 10,473 | +21.6% | 1.09% | +14.4% |
| Q4 2023 | $655,561 | +28.3% | 8,611 | +19.3% | 0.95% | +12.0% |
| Q3 2023 | $510,853 | +21.0% | 7,220 | +24.2% | 0.85% | +20.7% |
| Q2 2023 | $422,121 | +5.1% | 5,813 | +5.6% | 0.70% | -1.9% |
| Q1 2023 | $401,473 | -1.7% | 5,503 | +1.8% | 0.72% | -7.8% |
| Q4 2022 | $408,221 | +23.3% | 5,404 | +8.6% | 0.78% | +14.4% |
| Q3 2022 | $331,000 | -6.5% | 4,976 | +0.8% | 0.68% | +5.9% |
| Q2 2022 | $354,000 | +9.9% | 4,938 | +21.0% | 0.64% | +33.9% |
| Q1 2022 | $322,000 | – | 4,081 | – | 0.48% | – |
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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% |