SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 546 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,655,729 | +43.4% | 164,722 | +47.2% | 0.24% | +47.9% |
| Q2 2023 | $8,125,815 | +25.2% | 111,895 | +26.1% | 0.16% | +18.1% |
| Q1 2023 | $6,489,438 | +106.5% | 88,702 | +113.2% | 0.14% | +91.7% |
| Q4 2022 | $3,142,993 | +25.7% | 41,607 | +10.5% | 0.07% | +22.0% |
| Q3 2022 | $2,501,000 | +19.8% | 37,647 | +29.2% | 0.06% | +31.1% |
| Q2 2022 | $2,087,000 | +8.5% | 29,138 | +19.5% | 0.04% | +28.6% |
| Q1 2022 | $1,923,000 | +4.6% | 24,375 | +7.2% | 0.04% | +9.4% |
| Q4 2021 | $1,838,000 | +55.2% | 22,744 | +42.6% | 0.03% | +45.5% |
| Q3 2021 | $1,184,000 | +16.1% | 15,944 | +18.2% | 0.02% | +22.2% |
| Q2 2021 | $1,020,000 | +30.3% | 13,491 | +25.7% | 0.02% | +12.5% |
| Q1 2021 | $783,000 | +22.2% | 10,736 | +7.5% | 0.02% | +14.3% |
| Q4 2020 | $641,000 | +76.1% | 9,986 | +51.9% | 0.01% | +55.6% |
| Q3 2020 | $364,000 | +47.4% | 6,575 | +37.9% | 0.01% | +50.0% |
| Q2 2020 | $247,000 | +20.5% | 4,769 | +4.4% | 0.01% | 0.0% |
| Q1 2020 | $205,000 | -22.6% | 4,568 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $265,000 | -22.3% | 4,568 | -26.7% | 0.01% | -22.2% |
| Q3 2019 | $341,000 | – | 6,233 | – | 0.01% | – |
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% |