SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,467 | +9.7% | 7,596 | +12.6% | 0.57% | +23.9% |
| Q2 2023 | $490,136 | +7.6% | 6,749 | +8.4% | 0.46% | -0.6% |
| Q1 2023 | $455,356 | +4.1% | 6,224 | +7.5% | 0.46% | -6.8% |
| Q4 2022 | $437,434 | +29.4% | 5,791 | +13.8% | 0.50% | +28.8% |
| Q3 2022 | $338,000 | +31.0% | 5,089 | +41.2% | 0.39% | +37.4% |
| Q2 2022 | $258,000 | +20.0% | 3,605 | +32.3% | 0.28% | +41.2% |
| Q1 2022 | $215,000 | – | 2,724 | – | 0.20% | – |
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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% |