SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,330 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,808 | -3.6% | 36,111 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $2,912 | +34.0% | 36,111 | +26.5% | 0.01% | +25.0% |
| Q4 2023 | $2,173 | +7.6% | 28,548 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,020 | -0.3% | 28,548 | +2.3% | 0.00% | 0.0% |
| Q2 2023 | $2,026 | +159.4% | 27,905 | +161.5% | 0.00% | +100.0% |
| Q1 2023 | $781 | -99.9% | 10,670 | +33.9% | 0.00% | +100.0% |
| Q1 2022 | $628,000 | +6180.0% | 7,966 | +6222.2% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 126 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | -99.1% | 126 | -99.0% | 0.00% | -100.0% |
| Q2 2021 | $988,000 | -59.9% | 13,058 | -61.4% | 0.00% | -66.7% |
| Q1 2021 | $2,464,000 | +477.0% | 33,794 | +407.9% | 0.01% | +500.0% |
| Q4 2020 | $427,000 | +7016.7% | 6,654 | +6554.0% | 0.00% | – |
| Q3 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | – | 100 | – | 0.00% | – |
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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% |