SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,162,242 | +1.5% | 40,667 | +5.2% | 0.03% | 0.0% |
Q1 2024 | $3,115,584 | +6.6% | 38,641 | +0.6% | 0.03% | -5.7% |
Q4 2023 | $2,923,824 | -36.0% | 38,406 | -40.5% | 0.04% | -46.2% |
Q3 2023 | $4,565,694 | -9.9% | 64,524 | -7.5% | 0.06% | -9.7% |
Q2 2023 | $5,067,418 | +218.3% | 69,780 | +231.1% | 0.07% | +148.3% |
Q1 2023 | $1,591,843 | 0.0% | 21,073 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $1,591,843 | -31.4% | 21,073 | -39.7% | 0.03% | -38.3% |
Q3 2022 | $2,321,000 | -4.6% | 34,940 | +2.9% | 0.05% | -2.1% |
Q2 2022 | $2,433,000 | +7.7% | 33,971 | +18.6% | 0.05% | +6.7% |
Q1 2022 | $2,260,000 | +3.8% | 28,643 | +6.4% | 0.04% | +7.1% |
Q4 2021 | $2,177,000 | +10.1% | 26,927 | +1.1% | 0.04% | +2.4% |
Q3 2021 | $1,978,000 | -4.1% | 26,647 | -2.3% | 0.04% | -18.0% |
Q2 2021 | $2,062,000 | +247.7% | 27,272 | +235.2% | 0.05% | +72.4% |
Q1 2021 | $593,000 | +5.7% | 8,136 | -7.0% | 0.03% | 0.0% |
Q4 2020 | $561,000 | +167.1% | 8,749 | +115.8% | 0.03% | +45.0% |
Q2 2020 | $210,000 | -20.8% | 4,054 | -31.3% | 0.02% | -23.1% |
Q1 2020 | $265,000 | +18.3% | 5,902 | +52.3% | 0.03% | +23.8% |
Q4 2019 | $224,000 | +1.4% | 3,874 | -30.1% | 0.02% | -75.3% |
Q4 2014 | $221,000 | – | 5,546 | – | 0.08% | – |
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% |