SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 853 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,694,756 | -10.4% | 47,515 | -7.1% | 0.17% | -16.3% |
| Q1 2024 | $4,122,172 | +9.3% | 51,165 | +3.3% | 0.21% | -5.9% |
| Q4 2023 | $3,770,717 | +10.5% | 49,529 | +2.7% | 0.22% | -12.0% |
| Q3 2023 | $3,411,705 | -23.8% | 48,215 | -21.8% | 0.25% | -21.3% |
| Q2 2023 | $4,475,408 | -31.5% | 61,628 | -31.0% | 0.32% | -31.4% |
| Q1 2023 | $6,534,868 | +18.3% | 89,323 | +22.1% | 0.46% | +9.4% |
| Q4 2022 | $5,524,464 | +11.6% | 73,132 | -1.9% | 0.42% | +2.9% |
| Q3 2022 | $4,950,000 | +19.4% | 74,518 | +28.8% | 0.41% | +25.2% |
| Q2 2022 | $4,144,000 | +140.7% | 57,847 | +165.1% | 0.33% | +187.0% |
| Q1 2022 | $1,722,000 | -49.3% | 21,822 | -48.0% | 0.12% | -48.0% |
| Q4 2021 | $3,394,000 | +145.4% | 41,990 | +129.7% | 0.22% | +102.8% |
| Q2 2021 | $1,383,000 | +86.1% | 18,284 | +79.6% | 0.11% | +51.4% |
| Q1 2021 | $743,000 | +13.6% | 10,183 | -0.1% | 0.07% | +5.9% |
| Q4 2020 | $654,000 | +3.0% | 10,195 | -11.2% | 0.07% | +38.8% |
| Q3 2020 | $635,000 | +10.8% | 11,480 | +16.1% | 0.05% | -31.9% |
| Q4 2019 | $573,000 | – | 9,885 | – | 0.07% | – |
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% |