SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,532 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,364,305 | +9.8% | 94,706 | +13.9% | 0.04% | +7.3% |
| Q1 2024 | $6,704,721 | +20.8% | 83,154 | +14.1% | 0.04% | +7.9% |
| Q4 2023 | $5,549,030 | +21.9% | 72,889 | +13.3% | 0.04% | +11.8% |
| Q3 2023 | $4,551,345 | +18.5% | 64,321 | +21.6% | 0.03% | +21.4% |
| Q2 2023 | $3,840,486 | +2.8% | 52,885 | +3.6% | 0.03% | -3.4% |
| Q1 2023 | $3,735,278 | +1.0% | 51,056 | +4.3% | 0.03% | -3.3% |
| Q4 2022 | $3,697,000 | +33.5% | 48,945 | +17.4% | 0.03% | +25.0% |
| Q3 2022 | $2,770,000 | +13.1% | 41,704 | +22.0% | 0.02% | +20.0% |
| Q2 2022 | $2,449,000 | +15.2% | 34,183 | +26.9% | 0.02% | +33.3% |
| Q1 2022 | $2,125,000 | +34.6% | 26,940 | +37.9% | 0.02% | +50.0% |
| Q4 2021 | $1,579,000 | +259.7% | 19,531 | +230.1% | 0.01% | +233.3% |
| Q3 2021 | $439,000 | +14.9% | 5,917 | +17.0% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | +3.5% | 5,056 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $369,000 | – | 5,056 | – | 0.00% | – |
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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% |