SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,171 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $287,790 | -2.5% | 3,701 | +1.1% | 0.13% | -9.5% |
| Q1 2024 | $295,187 | +4.3% | 3,661 | -1.5% | 0.15% | -3.3% |
| Q4 2023 | $282,900 | +6.2% | 3,716 | -1.3% | 0.15% | 0.0% |
| Q3 2023 | $266,483 | -2.3% | 3,766 | +0.3% | 0.15% | +2.0% |
| Q2 2023 | $272,761 | +4.6% | 3,756 | +5.3% | 0.15% | 0.0% |
| Q1 2023 | $260,889 | -12.4% | 3,566 | -9.5% | 0.15% | -2.6% |
| Q4 2022 | $297,703 | +16.3% | 3,941 | +2.2% | 0.15% | -0.6% |
| Q3 2022 | $256,000 | -7.9% | 3,857 | -0.8% | 0.16% | +7.6% |
| Q2 2022 | $278,000 | -7.6% | 3,887 | +1.9% | 0.14% | -5.3% |
| Q1 2022 | $301,000 | -72.8% | 3,814 | -72.2% | 0.15% | -70.2% |
| Q4 2021 | $1,107,000 | +8.5% | 13,701 | -0.3% | 0.51% | -7.1% |
| Q3 2021 | $1,020,000 | -29.3% | 13,741 | -28.0% | 0.55% | -31.8% |
| Q2 2021 | $1,443,000 | +2.1% | 19,082 | -1.6% | 0.80% | -5.8% |
| Q1 2021 | $1,414,000 | +98.0% | 19,390 | +74.1% | 0.86% | +83.9% |
| Q4 2020 | $714,000 | +233.6% | 11,138 | +166.3% | 0.46% | +161.2% |
| Q4 2017 | $214,000 | +1.9% | 4,183 | -6.8% | 0.18% | -3.3% |
| Q3 2017 | $210,000 | +4.0% | 4,488 | 0.0% | 0.18% | +2.2% |
| Q2 2017 | $202,000 | +1.0% | 4,488 | 0.0% | 0.18% | +1.1% |
| Q1 2017 | $200,000 | – | 4,488 | – | 0.18% | – |
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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% |