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 | $927,564 | +2.6% | 11,803 | +5.3% | 0.01% | 0.0% |
| Q1 2024 | $904,061 | -1.0% | 11,212 | -6.3% | 0.01% | -6.7% |
| Q4 2023 | $912,940 | +2.7% | 11,962 | -4.8% | 0.02% | -6.2% |
| Q3 2023 | $888,903 | -8.8% | 12,563 | -6.4% | 0.02% | -5.9% |
| Q2 2023 | $974,658 | +13.0% | 13,422 | +13.9% | 0.02% | 0.0% |
| Q1 2023 | $862,451 | -5.3% | 11,789 | -2.2% | 0.02% | -5.6% |
| Q4 2022 | $910,411 | +13.8% | 12,052 | +0.1% | 0.02% | +5.9% |
| Q3 2022 | $799,800 | -9.5% | 12,040 | -2.4% | 0.02% | -5.6% |
| Q2 2022 | $883,349 | -9.1% | 12,332 | +0.1% | 0.02% | +5.9% |
| Q1 2022 | $971,871 | -2.3% | 12,319 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $995,075 | +6.8% | 12,310 | -1.9% | 0.02% | -5.6% |
| Q3 2021 | $931,657 | -1.9% | 12,550 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $949,795 | +0.3% | 12,560 | -3.2% | 0.02% | -5.3% |
| Q1 2021 | $946,534 | +11.4% | 12,981 | -2.0% | 0.02% | +5.6% |
| Q4 2020 | $849,868 | +16.1% | 13,250 | +0.1% | 0.02% | +5.9% |
| Q3 2020 | $732,115 | +4.0% | 13,239 | -2.7% | 0.02% | -5.6% |
| Q2 2020 | $704,182 | +10.2% | 13,607 | -4.2% | 0.02% | -5.3% |
| Q1 2020 | $639,046 | -22.8% | 14,207 | -0.6% | 0.02% | -5.0% |
| Q4 2019 | $828,031 | +5.9% | 14,296 | +0.1% | 0.02% | -4.8% |
| Q3 2019 | $782,076 | +51.8% | 14,277 | +48.3% | 0.02% | +10.5% |
| Q2 2019 | $515,064 | +2.3% | 9,629 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $503,404 | +2.6% | 9,629 | -7.8% | 0.02% | -9.5% |
| Q4 2018 | $490,649 | -2.0% | 10,446 | +10.6% | 0.02% | +10.5% |
| Q3 2018 | $500,638 | +7.5% | 9,446 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $465,593 | -8.2% | 9,446 | -8.7% | 0.02% | -9.5% |
| Q1 2018 | $507,215 | – | 10,345 | – | 0.02% | – |
Download | ||||||
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% |