SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 526 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $861,868 | -7.5% | 11,084 | -4.1% | 0.02% | -7.7% |
| Q1 2024 | $931,977 | +39.3% | 11,559 | +31.5% | 0.03% | +30.0% |
| Q4 2023 | $668,948 | +7.6% | 8,787 | 0.0% | 0.02% | -4.8% |
| Q3 2023 | $621,762 | -4.3% | 8,787 | -1.8% | 0.02% | -8.7% |
| Q2 2023 | $649,652 | -1.2% | 8,946 | -0.5% | 0.02% | -4.2% |
| Q1 2023 | $657,702 | -3.1% | 8,990 | +0.1% | 0.02% | -7.7% |
| Q4 2022 | $678,569 | +8.9% | 8,983 | -4.2% | 0.03% | 0.0% |
| Q3 2022 | $623,000 | -7.3% | 9,380 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $672,000 | -4.1% | 9,380 | +5.6% | 0.03% | +8.3% |
| Q1 2022 | $701,000 | -2.4% | 8,880 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $718,000 | +200.4% | 8,880 | +176.0% | 0.02% | +187.5% |
| Q3 2021 | $239,000 | +12.2% | 3,217 | +14.0% | 0.01% | +14.3% |
| Q2 2021 | $213,000 | +3.4% | 2,822 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $206,000 | +1.5% | 2,822 | -11.0% | 0.01% | -11.1% |
| Q4 2020 | $203,000 | -58.2% | 3,170 | -62.2% | 0.01% | -66.7% |
| Q4 2019 | $486,000 | +5.7% | 8,393 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $460,000 | +3.4% | 8,393 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $445,000 | +2.5% | 8,393 | +1.2% | 0.03% | 0.0% |
| Q1 2019 | $434,000 | – | 8,293 | – | 0.03% | – |
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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% |