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 | $291,759 | +0.2% | 3,752 | +3.9% | 0.22% | -1.8% |
| Q1 2024 | $291,077 | +12.2% | 3,610 | +5.9% | 0.23% | -10.0% |
| Q4 2023 | $259,527 | -5.0% | 3,409 | -11.7% | 0.25% | -15.5% |
| Q3 2023 | $273,134 | -1.5% | 3,860 | +3.5% | 0.30% | +3.1% |
| Q2 2023 | $277,177 | -3.9% | 3,728 | -7.4% | 0.29% | -20.7% |
| Q2 2022 | $288,311 | +39.8% | 4,025 | +57.8% | 0.36% | +88.1% |
| Q4 2021 | $206,197 | – | 2,551 | – | 0.19% | – |
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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% |