SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,361 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $804,816 | -3.6% | 10,350 | 0.0% | 0.26% | -25.4% |
| Q1 2024 | $834,521 | +5.9% | 10,350 | 0.0% | 0.34% | +3.3% |
| Q4 2023 | $787,946 | +7.6% | 10,350 | 0.0% | 0.33% | -11.5% |
| Q3 2023 | $732,366 | -3.5% | 10,350 | -1.0% | 0.37% | +5.4% |
| Q2 2023 | $758,879 | -1.7% | 10,450 | -0.9% | 0.36% | -10.4% |
| Q1 2023 | $771,838 | -3.2% | 10,550 | 0.0% | 0.40% | -1.2% |
| Q4 2022 | $796,947 | +15.8% | 10,550 | +1.9% | 0.40% | +21.9% |
| Q3 2022 | $688,000 | -7.2% | 10,350 | 0.0% | 0.33% | +8.6% |
| Q2 2022 | $741,000 | -5.4% | 10,350 | 0.0% | 0.30% | +0.7% |
| Q1 2022 | $783,000 | +240.4% | 10,350 | +72.5% | 0.30% | +43.3% |
| Q2 2015 | $230,000 | -2.5% | 6,000 | 0.0% | 0.21% | +9.9% |
| Q1 2015 | $236,000 | -1.3% | 6,000 | 0.0% | 0.19% | +3.8% |
| Q4 2014 | $239,000 | +3.5% | 6,000 | 0.0% | 0.18% | -4.7% |
| Q3 2014 | $231,000 | -13.8% | 6,000 | -14.3% | 0.19% | -13.5% |
| Q2 2014 | $268,000 | +3.9% | 7,000 | 0.0% | 0.22% | +7.2% |
| Q1 2014 | $258,000 | -21.8% | 7,000 | -22.2% | 0.21% | -25.2% |
| Q4 2013 | $330,000 | +8.9% | 9,000 | 0.0% | 0.28% | -7.0% |
| Q3 2013 | $303,000 | +3.1% | 9,000 | 0.0% | 0.30% | +3.5% |
| Q2 2013 | $294,000 | – | 9,000 | – | 0.29% | – |
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% |