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 | $1,080,864 | -3.6% | 13,900 | 0.0% | 0.04% | -5.3% |
| Q1 2024 | $1,120,757 | +5.9% | 13,900 | 0.0% | 0.04% | -2.6% |
| Q4 2023 | $1,058,207 | -2.2% | 13,900 | -9.1% | 0.04% | -7.1% |
| Q3 2023 | $1,081,920 | +44.8% | 15,290 | +48.6% | 0.04% | +50.0% |
| Q2 2023 | $747,260 | +18.9% | 10,290 | +19.8% | 0.03% | +12.0% |
| Q1 2023 | $628,444 | +2.8% | 8,590 | +6.2% | 0.02% | 0.0% |
| Q4 2022 | $611,119 | +13.8% | 8,090 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $537,000 | +1888.9% | 8,090 | +2057.3% | 0.02% | +2300.0% |
| Q2 2022 | $27,000 | -10.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $30,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | +7.1% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | -3.4% | 375 | -6.9% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | +20.8% | 403 | +7.5% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +14.3% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | +10.5% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -22.7% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | +4.8% | 375 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $21,000 | +5.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -52.6% | 375 | -47.0% | 0.00% | -66.7% |
| Q3 2018 | $38,000 | +111.1% | 708 | +88.8% | 0.00% | +200.0% |
| Q2 2018 | $18,000 | +100.0% | 375 | +87.5% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |