SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,137 | -3.6% | 14,625 | 0.0% | 0.35% | +0.9% |
Q1 2024 | $1,179 | +5.9% | 14,625 | 0.0% | 0.34% | -4.2% |
Q4 2023 | $1,113 | +7.5% | 14,625 | 0.0% | 0.36% | +1.7% |
Q3 2023 | $1,035 | -2.5% | 14,625 | 0.0% | 0.35% | -2.7% |
Q2 2023 | $1,062 | -0.7% | 14,625 | 0.0% | 0.36% | -0.3% |
Q1 2023 | $1,070 | -3.2% | 14,625 | 0.0% | 0.36% | -5.4% |
Q4 2022 | $1,105 | -99.9% | 14,625 | 0.0% | 0.39% | -1.8% |
Q3 2022 | $972,000 | -7.3% | 14,625 | 0.0% | 0.39% | +0.5% |
Q2 2022 | $1,048,000 | -9.2% | 14,625 | 0.0% | 0.39% | -3.5% |
Q1 2022 | $1,154,000 | -2.4% | 14,625 | 0.0% | 0.40% | +9.8% |
Q4 2021 | $1,182,000 | +8.8% | 14,625 | 0.0% | 0.37% | +2.5% |
Q3 2021 | $1,086,000 | +10.3% | 14,625 | +12.3% | 0.36% | +4.3% |
Q2 2021 | $985,000 | +3.7% | 13,025 | 0.0% | 0.34% | -2.8% |
Q1 2021 | $950,000 | +39.5% | 13,025 | +22.6% | 0.36% | +29.6% |
Q4 2020 | $681,000 | +150.4% | 10,625 | +115.7% | 0.27% | +110.8% |
Q3 2020 | $272,000 | +27.7% | 4,925 | +34.0% | 0.13% | +62.5% |
Q4 2019 | $213,000 | +6.0% | 3,675 | 0.0% | 0.08% | +5.3% |
Q3 2019 | $201,000 | -1.0% | 3,675 | -7.5% | 0.08% | +35.7% |
Q4 2017 | $203,000 | – | 3,975 | – | 0.06% | – |
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% |