SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,532 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,732,026 | -7.8% | 22,274 | -4.4% | 0.71% | -25.7% |
| Q1 2024 | $1,877,953 | -0.9% | 23,291 | -6.5% | 0.96% | -8.5% |
| Q4 2023 | $1,895,458 | +8.8% | 24,898 | +1.2% | 1.04% | +6.9% |
| Q3 2023 | $1,741,630 | +12.3% | 24,613 | +15.2% | 0.98% | +13.5% |
| Q2 2023 | $1,551,362 | +5.7% | 21,363 | +6.5% | 0.86% | -3.1% |
| Q1 2023 | $1,467,395 | +6.7% | 20,057 | +10.2% | 0.89% | +3.9% |
| Q4 2022 | $1,374,795 | +10.6% | 18,200 | -2.8% | 0.86% | +1.8% |
| Q3 2022 | $1,243,336 | -3.3% | 18,716 | +4.3% | 0.84% | +0.4% |
| Q2 2022 | $1,285,529 | -9.5% | 17,947 | -0.3% | 0.84% | +3.5% |
| Q1 2022 | $1,419,819 | -29.4% | 17,997 | -27.6% | 0.81% | -25.0% |
| Q4 2021 | $2,010,355 | – | 24,871 | – | 1.08% | – |
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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% |