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 | $1,844 | +9.2% | 23,713 | +13.3% | 0.01% | 0.0% |
| Q1 2024 | $1,688 | +52.5% | 20,930 | +44.0% | 0.01% | +66.7% |
| Q4 2023 | $1,107 | -8.4% | 14,538 | -14.9% | 0.00% | -25.0% |
| Q3 2023 | $1,209 | -17.1% | 17,081 | -15.0% | 0.00% | -20.0% |
| Q2 2023 | $1,459 | +172.7% | 20,095 | +174.6% | 0.01% | +150.0% |
| Q1 2023 | $535 | +41.2% | 7,318 | +46.0% | 0.00% | +100.0% |
| Q4 2022 | $379 | -99.9% | 5,013 | -18.9% | 0.00% | -50.0% |
| Q1 2022 | $488,000 | +96.8% | 6,181 | +101.4% | 0.00% | +100.0% |
| Q4 2021 | $248,000 | +12.2% | 3,069 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $221,000 | +7.3% | 2,980 | +9.2% | 0.00% | 0.0% |
| Q2 2021 | $206,000 | -12.7% | 2,729 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $236,000 | -10.3% | 3,236 | -21.0% | 0.00% | 0.0% |
| Q4 2020 | $263,000 | +26.4% | 4,094 | +9.0% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | -36.2% | 3,757 | -33.3% | 0.00% | -50.0% |
| Q4 2019 | $326,000 | +25.4% | 5,635 | +15.2% | 0.00% | +100.0% |
| Q3 2019 | $260,000 | 0.0% | 4,891 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $260,000 | +14.5% | 4,891 | +12.5% | 0.00% | 0.0% |
| Q1 2019 | $227,000 | – | 4,349 | – | 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% |