SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $991,954 | -3.4% | 12,757 | +0.2% | 0.36% | -6.5% |
| Q1 2024 | $1,026,458 | +5.5% | 12,730 | -0.4% | 0.39% | -2.8% |
| Q4 2023 | $972,685 | -13.3% | 12,777 | -19.4% | 0.40% | -22.8% |
| Q3 2023 | $1,122,035 | -11.3% | 15,857 | -9.0% | 0.51% | -11.4% |
| Q2 2023 | $1,265,595 | -1.5% | 17,428 | +2.5% | 0.58% | -8.8% |
| Q4 2022 | $1,284,495 | – | 17,004 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Management Group, LLC | 467,850 | $21,975,000 | 21.10% |
| HHM Wealth Advisors, LLC | 512,097 | $24,053,000 | 17.63% |
| Asset Advisors Investment Management, LLC | 1,399,965 | $65,756,000 | 13.03% |
| Pinkerton Retirement Specialists, LLC | 542,463 | $25,479,000 | 12.89% |
| Summit Asset Management, LLC | 435,224 | $20,442,000 | 11.57% |
| Reitz Capital Advisors LLC | 175,351 | $8,236,000 | 9.96% |
| USAdvisors Wealth Management, LLC | 226,916 | $10,658,000 | 8.70% |
| Financial Sense Advisors, Inc. | 274,076 | $12,873,000 | 8.14% |
| Avantax Planning Partners, Inc. | 2,260,264 | $106,165,000 | 8.01% |
| Acorn Wealth Advisors, LLC | 151,984 | $7,301,000 | 7.48% |