SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 410 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $836,551 | -30.3% | 10,758 | -27.8% | 0.11% | -27.7% |
| Q1 2024 | $1,201,071 | -16.9% | 14,896 | -21.5% | 0.16% | -34.0% |
| Q4 2023 | $1,445,461 | +4.5% | 18,987 | -2.9% | 0.24% | -5.6% |
| Q3 2023 | $1,383,244 | -6.8% | 19,548 | -4.3% | 0.25% | -0.4% |
| Q2 2023 | $1,483,634 | +3.4% | 20,430 | +4.2% | 0.25% | -8.8% |
| Q1 2023 | $1,434,228 | +57.5% | 19,604 | +62.6% | 0.27% | +43.5% |
| Q4 2022 | $910,501 | +60.0% | 12,053 | +40.8% | 0.19% | +49.2% |
| Q3 2022 | $569,000 | -9.5% | 8,562 | -2.5% | 0.13% | +3.2% |
| Q2 2022 | $629,000 | -16.0% | 8,782 | -7.5% | 0.12% | +2.5% |
| Q1 2022 | $749,000 | -1.2% | 9,489 | +1.1% | 0.12% | -1.6% |
| Q4 2021 | $758,000 | +57.9% | 9,382 | +45.2% | 0.12% | +46.4% |
| Q3 2021 | $480,000 | -0.4% | 6,462 | +1.4% | 0.08% | -1.2% |
| Q2 2021 | $482,000 | +26.5% | 6,371 | +21.9% | 0.08% | +18.1% |
| Q1 2021 | $381,000 | +21.3% | 5,227 | +6.7% | 0.07% | +16.1% |
| Q4 2020 | $314,000 | +25.1% | 4,901 | +8.0% | 0.06% | +8.8% |
| Q3 2020 | $251,000 | +24.3% | 4,538 | +16.4% | 0.06% | +16.3% |
| Q2 2020 | $202,000 | +6.3% | 3,897 | +19.0% | 0.05% | +14.0% |
| Q4 2019 | $190,000 | -46.0% | 3,276 | -52.5% | 0.04% | -46.9% |
| Q4 2017 | $352,000 | – | 6,893 | – | 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% |