SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,454,017 | -2.4% | 515,178 | +0.2% | 0.51% | 0.0% |
| Q2 2023 | $37,352,593 | -8.2% | 514,357 | -7.5% | 0.51% | -15.3% |
| Q1 2023 | $40,689,672 | -8.0% | 556,174 | -5.1% | 0.60% | -15.1% |
| Q4 2022 | $44,249,479 | +26.9% | 585,774 | +11.6% | 0.71% | +17.6% |
| Q3 2022 | $34,858,717 | +56.6% | 524,739 | +68.9% | 0.60% | +44.3% |
| Q2 2022 | $22,254,000 | -10.1% | 310,689 | -1.0% | 0.42% | +1.5% |
| Q1 2022 | $24,764,000 | – | 313,906 | – | 0.41% | – |
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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% |