SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $347,997 | -2.4% | 4,475 | +1.2% | 0.04% | -5.3% |
| Q1 2024 | $356,648 | +16.0% | 4,423 | +9.5% | 0.04% | +8.6% |
| Q4 2023 | $307,455 | +34.1% | 4,039 | +24.6% | 0.04% | +25.0% |
| Q3 2023 | $229,300 | +37.3% | 3,241 | +41.0% | 0.03% | +40.0% |
| Q2 2023 | $166,986 | +87.1% | 2,299 | +88.4% | 0.02% | +81.8% |
| Q1 2023 | $89,230 | +19.2% | 1,220 | +23.1% | 0.01% | +10.0% |
| Q4 2022 | $74,862 | +15.2% | 991 | +0.9% | 0.01% | +11.1% |
| Q3 2022 | $65,000 | -15.6% | 982 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +8.5% | 957 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 950 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +18.3% | 942 | +13.6% | 0.01% | +12.5% |
| Q1 2021 | $60,000 | +9.1% | 829 | -41.9% | 0.01% | -42.9% |
| Q2 2015 | $55,000 | -1.8% | 1,426 | 0.0% | 0.01% | +7.7% |
| Q1 2015 | $56,000 | -31.7% | 1,426 | -30.8% | 0.01% | -31.6% |
| Q4 2014 | $82,000 | – | 2,061 | – | 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% |