SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,647,940 | -0.6% | 65,686 | +2.0% | 4.77% | +6.1% |
| Q2 2023 | $4,677,607 | +2.8% | 64,412 | +7.0% | 4.49% | -1.3% |
| Q1 2023 | $4,548,052 | -0.4% | 60,207 | -0.4% | 4.55% | -0.0% |
| Q4 2022 | $4,565,879 | +18.7% | 60,443 | +4.4% | 4.55% | +10.1% |
| Q3 2022 | $3,847,000 | -3.6% | 57,917 | +3.9% | 4.14% | -0.5% |
| Q2 2022 | $3,992,000 | -7.7% | 55,735 | +1.7% | 4.16% | +9.2% |
| Q1 2022 | $4,323,000 | +59.1% | 54,803 | +63.1% | 3.80% | +54.7% |
| Q4 2021 | $2,717,000 | – | 33,608 | – | 2.46% | – |
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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% |