SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,791,040 | -3.5% | 35,893 | +0.0% | 0.55% | -2.7% |
| Q1 2024 | $2,893,488 | +12.5% | 35,886 | +6.2% | 0.56% | +5.6% |
| Q4 2023 | $2,571,900 | +12.0% | 33,783 | +3.3% | 0.54% | +7.2% |
| Q3 2023 | $2,295,447 | -7.8% | 32,708 | -2.0% | 0.50% | -7.1% |
| Q2 2023 | $2,489,370 | +1.1% | 33,383 | -0.8% | 0.54% | -0.6% |
| Q1 2023 | $2,463,078 | -3.9% | 33,667 | -0.8% | 0.54% | -5.9% |
| Q4 2022 | $2,563,601 | +9.4% | 33,937 | -3.8% | 0.57% | +2.1% |
| Q3 2022 | $2,344,000 | +3.2% | 35,286 | +11.3% | 0.56% | +11.3% |
| Q2 2022 | $2,271,000 | -6.7% | 31,701 | +2.7% | 0.50% | +8.6% |
| Q1 2022 | $2,435,000 | +13.8% | 30,871 | +16.6% | 0.46% | +22.4% |
| Q4 2021 | $2,140,000 | +22.3% | 26,481 | +12.4% | 0.38% | +14.5% |
| Q3 2021 | $1,750,000 | -3.9% | 23,566 | -2.2% | 0.33% | -4.0% |
| Q2 2021 | $1,821,000 | +3.3% | 24,086 | -0.4% | 0.35% | -3.9% |
| Q1 2021 | $1,762,000 | +17.3% | 24,176 | +3.2% | 0.36% | +12.9% |
| Q4 2020 | $1,502,000 | +20.1% | 23,419 | +3.5% | 0.32% | -11.9% |
| Q3 2020 | $1,251,000 | +0.2% | 22,619 | -6.3% | 0.36% | -7.9% |
| Q2 2020 | $1,249,000 | +33.0% | 24,134 | +15.6% | 0.39% | +12.0% |
| Q1 2020 | $939,000 | +96.0% | 20,875 | +152.6% | 0.35% | +154.3% |
| Q4 2019 | $479,000 | +81.4% | 8,265 | +71.7% | 0.14% | +72.5% |
| Q3 2019 | $264,000 | – | 4,815 | – | 0.08% | – |
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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% |