SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,568,556 | +39.8% | 58,752 | +45.0% | 0.06% | +20.8% |
| Q1 2024 | $3,268,095 | -23.7% | 40,532 | -27.9% | 0.05% | -20.0% |
| Q4 2023 | $4,282,465 | +18.3% | 56,252 | +10.0% | 0.06% | +7.1% |
| Q3 2023 | $3,619,232 | +8.1% | 51,148 | +11.0% | 0.06% | +14.3% |
| Q2 2023 | $3,346,838 | +13.2% | 46,087 | +14.1% | 0.05% | +6.5% |
| Q1 2023 | $2,955,737 | +53.0% | 40,401 | +58.0% | 0.05% | +48.4% |
| Q4 2022 | $1,931,256 | +14.4% | 25,566 | +0.6% | 0.03% | +3.3% |
| Q3 2022 | $1,688,000 | +15.1% | 25,409 | +24.1% | 0.03% | +20.0% |
| Q2 2022 | $1,467,000 | +297.6% | 20,475 | +337.2% | 0.02% | +400.0% |
| Q1 2022 | $369,000 | +3.1% | 4,683 | +5.7% | 0.01% | 0.0% |
| Q4 2021 | $358,000 | 0.0% | 4,432 | -8.0% | 0.01% | 0.0% |
| Q3 2021 | $358,000 | +48.5% | 4,819 | +50.9% | 0.01% | +66.7% |
| Q2 2021 | $241,000 | +354.7% | 3,193 | +172.0% | 0.00% | +200.0% |
| Q1 2020 | $53,000 | -28.4% | 1,174 | -8.5% | 0.00% | -50.0% |
| Q4 2019 | $74,000 | -6.3% | 1,283 | -10.6% | 0.00% | 0.0% |
| Q3 2019 | $79,000 | +12.9% | 1,435 | +8.2% | 0.00% | 0.0% |
| Q2 2019 | $70,000 | 0.0% | 1,326 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $70,000 | -18.6% | 1,337 | -26.6% | 0.00% | 0.0% |
| Q4 2018 | $86,000 | -9.5% | 1,821 | -9.9% | 0.00% | 0.0% |
| Q3 2017 | $95,000 | +4.4% | 2,022 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $91,000 | -3.2% | 2,022 | -3.8% | 0.00% | 0.0% |
| Q1 2017 | $94,000 | – | 2,102 | – | 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% |