SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,753,002 | +12.2% | 334,308 | +19.7% | 0.50% | +21.3% |
| Q2 2023 | $20,274,269 | +93.7% | 279,183 | +95.2% | 0.41% | +88.6% |
| Q1 2023 | $10,466,050 | -7.9% | 143,057 | -4.9% | 0.22% | +4.3% |
| Q4 2022 | $11,357,966 | +37.4% | 150,357 | +20.8% | 0.21% | +25.7% |
| Q3 2022 | $8,265,000 | +21.6% | 124,431 | +31.1% | 0.17% | +28.5% |
| Q2 2022 | $6,799,000 | +0.8% | 94,916 | +11.0% | 0.13% | +17.1% |
| Q1 2022 | $6,748,000 | -0.6% | 85,537 | +1.8% | 0.11% | +5.7% |
| Q4 2021 | $6,792,000 | +12.7% | 84,037 | +3.6% | 0.10% | +1.0% |
| Q3 2021 | $6,024,000 | +2663.3% | 81,136 | +2282.8% | 0.10% | +2500.0% |
| Q4 2020 | $218,000 | – | 3,405 | – | 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% |