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 | $1,493,770 | -93.7% | 19,210 | -93.4% | 0.11% | -93.8% |
| Q1 2024 | $23,529,043 | -10.4% | 291,815 | -15.4% | 1.79% | -22.9% |
| Q4 2023 | $26,252,669 | +8952.6% | 344,840 | +5255.5% | 2.32% | +3467.7% |
| Q1 2020 | $290,000 | -23.9% | 6,439 | -2.2% | 0.06% | +1.6% |
| Q4 2019 | $381,000 | +5.8% | 6,584 | +0.2% | 0.06% | -8.6% |
| Q3 2019 | $360,000 | +20.0% | 6,574 | +16.2% | 0.07% | +14.8% |
| Q2 2019 | $300,000 | +31.0% | 5,659 | +29.0% | 0.06% | +24.5% |
| Q1 2019 | $229,000 | – | 4,387 | – | 0.05% | – |
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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% |