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 | $346,125 | -4.5% | 4,892 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $362,485 | -24.8% | 4,992 | -24.2% | 0.01% | -33.3% |
| Q1 2023 | $482,099 | +75.1% | 6,590 | +80.8% | 0.01% | +71.4% |
| Q4 2022 | $275,268 | +45.6% | 3,644 | +28.1% | 0.01% | +40.0% |
| Q3 2022 | $189,000 | -61.3% | 2,845 | -58.2% | 0.01% | -61.5% |
| Q2 2022 | $488,000 | +398.0% | 6,811 | +447.1% | 0.01% | +550.0% |
| Q1 2022 | $98,000 | -73.7% | 1,245 | -73.0% | 0.00% | -75.0% |
| Q4 2021 | $372,000 | +853.8% | 4,604 | +649.8% | 0.01% | +700.0% |
| Q4 2020 | $39,000 | +14.7% | 614 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 614 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 614 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -22.2% | 614 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | -28.0% | 614 | -32.5% | 0.00% | -50.0% |
| Q3 2019 | $50,000 | +4.2% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | -76.4% | 910 | -82.7% | 0.00% | -80.0% |
| Q4 2015 | $203,000 | – | 5,263 | – | 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% |