SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,529 | -3.6% | 264 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $21,287 | -33.8% | 264 | -37.4% | 0.00% | -50.0% |
| Q4 2023 | $32,161 | +28.4% | 422 | +19.2% | 0.01% | +20.0% |
| Q3 2023 | $25,050 | +29.2% | 354 | +32.6% | 0.01% | +25.0% |
| Q2 2023 | $19,390 | -9.2% | 267 | -8.6% | 0.00% | -20.0% |
| Q1 2023 | $21,363 | -56.5% | 292 | -55.1% | 0.01% | -54.5% |
| Q4 2022 | $49,155 | +113.7% | 651 | +87.1% | 0.01% | +83.3% |
| Q3 2022 | $23,000 | -8.0% | 348 | -1.7% | 0.01% | -14.3% |
| Q2 2022 | $25,000 | -10.7% | 354 | +1.7% | 0.01% | -12.5% |
| Q4 2021 | $28,000 | +7.7% | 348 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $26,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 348 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $25,000 | +47.1% | 348 | +31.8% | 0.01% | +37.5% |
| Q4 2020 | $17,000 | +13.3% | 264 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 264 | -29.2% | 0.01% | +33.3% |
| Q1 2016 | $15,000 | +7.1% | 373 | 0.0% | 0.01% | -50.0% |
| Q4 2015 | $14,000 | – | 373 | – | 0.01% | – |
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% |