SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,171 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $35,264,316 | +5.4% | 453,502 | +8.7% | 0.63% | +3.9% |
Q1 2024 | $33,446,189 | -40.6% | 417,347 | -43.6% | 0.61% | -44.8% |
Q4 2023 | $56,344,649 | +147.6% | 740,111 | +121.4% | 1.10% | +120.2% |
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% | – |
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% |