SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,171 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,831,057 | -11.6% | 36,407 | -8.4% | 0.03% | -24.3% |
| Q1 2024 | $3,203,907 | -0.6% | 39,736 | -6.1% | 0.04% | -11.9% |
| Q4 2023 | $3,222,297 | +12.2% | 42,326 | +4.3% | 0.04% | -2.3% |
| Q3 2023 | $2,872,403 | +21.9% | 40,593 | +25.1% | 0.04% | +16.2% |
| Q2 2023 | $2,355,798 | -10.3% | 32,440 | -9.6% | 0.04% | -24.5% |
| Q1 2023 | $2,626,727 | +141.3% | 35,904 | +149.2% | 0.05% | +81.5% |
| Q4 2022 | $1,088,373 | +19.7% | 14,408 | +5.2% | 0.03% | -3.6% |
| Q3 2022 | $909,000 | +3.1% | 13,690 | +11.1% | 0.03% | +3.7% |
| Q2 2022 | $882,000 | +168.9% | 12,320 | +196.5% | 0.03% | +145.5% |
| Q1 2022 | $328,000 | 0.0% | 4,155 | +2.5% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | +9.0% | 4,055 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $301,000 | -14.5% | 4,055 | -12.9% | 0.01% | -21.4% |
| Q2 2021 | $352,000 | +22.2% | 4,656 | +17.7% | 0.01% | -6.7% |
| Q1 2021 | $288,000 | +13.4% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $254,000 | – | 3,956 | – | 0.02% | – |
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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% |