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 | $208 | -3.7% | 2,677 | 0.0% | 0.08% | -7.8% |
| Q1 2024 | $216 | -47.7% | 2,677 | -50.7% | 0.09% | -55.7% |
| Q4 2023 | $413 | -6.6% | 5,428 | -13.1% | 0.20% | -21.0% |
| Q3 2023 | $442 | -56.7% | 6,245 | -55.6% | 0.26% | -58.7% |
| Q2 2023 | $1,021 | -83.4% | 14,064 | -83.3% | 0.62% | -88.5% |
| Q1 2023 | $6,166 | +19.8% | 84,277 | +23.7% | 5.44% | -12.2% |
| Q4 2022 | $5,149 | -99.9% | 68,157 | +0.8% | 6.19% | +15.6% |
| Q3 2022 | $4,493,000 | -30.6% | 67,637 | -25.1% | 5.36% | -23.1% |
| Q2 2022 | $6,470,000 | -17.0% | 90,320 | -8.6% | 6.96% | +4.5% |
| Q1 2022 | $7,793,000 | +93.8% | 98,782 | +98.5% | 6.66% | +150.2% |
| Q4 2021 | $4,022,000 | – | 49,764 | – | 2.66% | – |
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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% |