SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,171 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,000 | -3.6% | 25,721 | 0.0% | 0.98% | -6.2% |
| Q1 2024 | $2,074 | +14.1% | 25,721 | +7.7% | 1.04% | +1.5% |
| Q4 2023 | $1,818 | +8.7% | 23,887 | +1.0% | 1.02% | -7.7% |
| Q3 2023 | $1,673 | +1.6% | 23,647 | +4.3% | 1.11% | +3.8% |
| Q2 2023 | $1,647 | +2.5% | 22,677 | +3.2% | 1.07% | -4.0% |
| Q1 2023 | $1,607 | +12.6% | 21,967 | +16.3% | 1.11% | +2.5% |
| Q4 2022 | $1,427 | -99.9% | 18,886 | +30.9% | 1.09% | +41.2% |
| Q3 2022 | $958,000 | +254.8% | 14,428 | +282.1% | 0.77% | +210.5% |
| Q2 2022 | $270,000 | +4.7% | 3,776 | +15.7% | 0.25% | +18.7% |
| Q1 2022 | $258,000 | -1.5% | 3,265 | +0.6% | 0.21% | -4.6% |
| Q4 2021 | $262,000 | – | 3,244 | – | 0.22% | – |
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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% |