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 | $262,045 | -3.6% | 3,370 | 0.0% | 0.02% | -5.6% |
| Q1 2024 | $271,717 | +4.7% | 3,370 | -1.2% | 0.02% | 0.0% |
| Q4 2023 | $259,598 | -13.4% | 3,410 | -19.5% | 0.02% | -21.7% |
| Q3 2023 | $299,663 | -9.7% | 4,235 | -7.3% | 0.02% | -11.5% |
| Q2 2023 | $331,868 | -2.2% | 4,570 | -1.5% | 0.03% | -7.1% |
| Q1 2023 | $339,457 | -3.2% | 4,640 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $350,500 | +13.8% | 4,640 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $308,000 | +2.0% | 4,640 | +10.1% | 0.03% | +3.3% |
| Q2 2022 | $302,000 | -3.8% | 4,215 | +6.0% | 0.03% | +3.4% |
| Q1 2022 | $314,000 | -2.2% | 3,976 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $321,000 | +13.8% | 3,976 | -0.4% | 0.03% | -14.7% |
| Q3 2021 | $282,000 | +11.0% | 3,993 | +19.0% | 0.03% | +36.0% |
| Q2 2021 | $254,000 | – | 3,356 | – | 0.02% | – |
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% |