SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,330 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,427,194 | +0.6% | 18,354 | +4.3% | 0.03% | -3.0% |
| Q1 2024 | $1,418,211 | -4.1% | 17,589 | -9.5% | 0.03% | -8.3% |
| Q4 2023 | $1,479,099 | +7.7% | 19,429 | +0.1% | 0.04% | 0.0% |
| Q3 2023 | $1,373,604 | -13.8% | 19,412 | -11.5% | 0.04% | -12.2% |
| Q2 2023 | $1,593,656 | +3.6% | 21,945 | +4.4% | 0.04% | -2.4% |
| Q1 2023 | $1,538,293 | +2.3% | 21,026 | +5.6% | 0.04% | -10.6% |
| Q4 2022 | $1,504,148 | +10.8% | 19,912 | -2.6% | 0.05% | +11.9% |
| Q3 2022 | $1,358,000 | -7.1% | 20,436 | +0.1% | 0.04% | -2.3% |
| Q2 2022 | $1,462,000 | -10.1% | 20,409 | -1.1% | 0.04% | +2.4% |
| Q1 2022 | $1,627,000 | +32.4% | 20,627 | +35.7% | 0.04% | +35.5% |
| Q4 2021 | $1,229,000 | +71.6% | 15,206 | +57.7% | 0.03% | +55.0% |
| Q3 2021 | $716,000 | +13.7% | 9,642 | +15.6% | 0.02% | +11.1% |
| Q2 2021 | $630,000 | +22.8% | 8,338 | +18.6% | 0.02% | +5.9% |
| Q1 2021 | $513,000 | +55.9% | 7,029 | +18.1% | 0.02% | +21.4% |
| Q4 2020 | $329,000 | 0.0% | 5,951 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $329,000 | +19.2% | 5,951 | +11.6% | 0.01% | +7.7% |
| Q2 2020 | $276,000 | +12.7% | 5,334 | -2.1% | 0.01% | 0.0% |
| Q1 2020 | $245,000 | -16.4% | 5,449 | +7.8% | 0.01% | 0.0% |
| Q4 2019 | $293,000 | +12.7% | 5,057 | +6.8% | 0.01% | 0.0% |
| Q3 2019 | $260,000 | +8.3% | 4,737 | +4.6% | 0.01% | +8.3% |
| Q2 2019 | $240,000 | +71.4% | 4,528 | +68.6% | 0.01% | +33.3% |
| Q1 2019 | $140,000 | +204.3% | 2,685 | +174.0% | 0.01% | +200.0% |
| Q4 2018 | $46,000 | -45.2% | 980 | -38.1% | 0.00% | -25.0% |
| Q3 2018 | $84,000 | +75.0% | 1,584 | +63.6% | 0.00% | +33.3% |
| Q2 2018 | $48,000 | +2.1% | 968 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $47,000 | +6.8% | 968 | +12.2% | 0.00% | 0.0% |
| Q4 2017 | $44,000 | +388.9% | 863 | +331.5% | 0.00% | +200.0% |
| Q2 2017 | $9,000 | -59.1% | 200 | -60.0% | 0.00% | -50.0% |
| Q1 2017 | $22,000 | -4.3% | 500 | -5.7% | 0.00% | 0.0% |
| Q4 2016 | $23,000 | – | 530 | – | 0.00% | – |
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% |