SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,309 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $710,105 | -99.9% | 9,412 | +7.8% | 0.18% | +12.8% |
| Q3 2022 | $579,887,000 | -7.3% | 8,729 | 0.0% | 0.16% | -2.5% |
| Q2 2022 | $625,273,000 | -9.2% | 8,729 | 0.0% | 0.16% | 0.0% |
| Q1 2022 | $688,641,000 | +3.5% | 8,729 | +6.1% | 0.16% | +7.4% |
| Q4 2021 | $665,155,000 | +7.0% | 8,229 | +0.1% | 0.15% | -2.6% |
| Q2 2021 | $621,596,000 | +23.2% | 8,220 | +18.8% | 0.15% | +15.9% |
| Q1 2021 | $504,606,000 | +13.7% | 6,920 | 0.0% | 0.13% | +3.9% |
| Q4 2020 | $443,848,000 | +100.3% | 6,920 | +80.9% | 0.13% | +84.1% |
| Q4 2019 | $221,544,000 | – | 3,825 | – | 0.07% | – |
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% |