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 | $7,012,522 | -13.5% | 90,182 | -10.3% | 1.05% | -15.3% |
| Q1 2024 | $8,108,326 | +10.6% | 100,562 | +4.5% | 1.24% | +26.1% |
| Q4 2023 | $7,328,647 | +24.1% | 96,265 | +15.4% | 0.98% | -23.4% |
| Q3 2023 | $5,904,474 | +107981.2% | 83,444 | +10.9% | 1.28% | +46.1% |
| Q2 2023 | $5,463 | +25.0% | 75,222 | +25.9% | 0.88% | +22.6% |
| Q1 2023 | $4,370 | +6.2% | 59,730 | +9.7% | 0.72% | -7.1% |
| Q4 2022 | $4,114 | -99.9% | 54,468 | -34.7% | 0.77% | -39.9% |
| Q3 2022 | $5,904,474 | +95.5% | 83,444 | +100.2% | 1.28% | +89.7% |
| Q2 2022 | $3,020,000 | +252.0% | 41,675 | +285.6% | 0.68% | +289.1% |
| Q1 2022 | $858,000 | – | 10,807 | – | 0.17% | – |
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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% |