SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $501,281 | -7.3% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $540,520 | -9.2% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $595,304 | -2.4% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $609,943 | +8.9% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $560,215 | -1.8% | 7,546 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $570,629 | +3.7% | 7,546 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $550,254 | +13.7% | 7,546 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $484,000 | +16.1% | 7,546 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $417,000 | -5.9% | 7,546 | -11.8% | 0.01% | 0.0% |
| Q2 2020 | $443,000 | -0.7% | 8,553 | -13.8% | 0.01% | 0.0% |
| Q1 2020 | $446,000 | -22.4% | 9,925 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $575,000 | +5.7% | 9,925 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $544,000 | +9.7% | 9,925 | +6.3% | 0.00% | 0.0% |
| Q2 2019 | $496,000 | +1.6% | 9,338 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $488,000 | +41.9% | 9,338 | +27.5% | 0.00% | +33.3% |
| Q4 2018 | $344,000 | – | 7,325 | – | 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% |