SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,361 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,070,522 | -52.8% | 13,767 | -51.1% | 0.22% | +15.8% |
| Q1 2024 | $2,270,218 | +116.6% | 28,156 | +104.5% | 0.19% | -17.4% |
| Q4 2023 | $1,048,082 | +9.2% | 13,767 | +1.5% | 0.23% | -11.2% |
| Q3 2023 | $959,789 | -4.0% | 13,564 | -1.5% | 0.26% | -6.2% |
| Q2 2023 | $999,760 | -0.7% | 13,767 | 0.0% | 0.28% | -7.4% |
| Q1 2023 | $1,007,194 | +96745.6% | 13,767 | 0.0% | 0.30% | -13.6% |
| Q4 2022 | $1,040 | -99.9% | 13,767 | 0.0% | 0.34% | -26.4% |
| Q2 2022 | $986,000 | -9.2% | 13,767 | 0.0% | 0.47% | +17.2% |
| Q1 2022 | $1,086,000 | -2.4% | 13,767 | 0.0% | 0.40% | -12.1% |
| Q4 2021 | $1,113,000 | +13.3% | 13,767 | +4.1% | 0.46% | +47.7% |
| Q3 2021 | $982,000 | -2.1% | 13,221 | 0.0% | 0.31% | -4.3% |
| Q2 2021 | $1,003,000 | -1.1% | 13,221 | 0.0% | 0.32% | -0.6% |
| Q1 2021 | $1,014,000 | – | 13,221 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,677,042 | $121,786,772 | 40.77% |
| CGC Financial Services, LLC | 690,291 | $50,128,952 | 32.59% |
| Kellett Wealth Advisors, LLC | 445,272 | $32,335,673 | 29.37% |
| Dechtman Wealth Management, LLC | 1,089,683 | $79,132,779 | 23.56% |
| Rezny Wealth Management, Inc. | 957,664 | $69,545,560 | 23.43% |
| Walker Financial Services, Inc. | 284,524 | $20,662,113 | 20.41% |
| Wealth Management Solutions, LLC | 420,617 | $30,545,204 | 19.92% |
| Davidson Capital Management Inc. | 540,204 | $39,229,615 | 19.57% |
| Whelan Financial | 496,037 | $36,022,180 | 18.83% |
| HHM Wealth Advisors, LLC | 1,381,470 | $100,322,367 | 18.81% |