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 | $1,232,328 | +23.1% | 15,848 | +27.7% | 0.11% | +81.0% |
Q1 2024 | $1,000,767 | +13.6% | 12,412 | +7.3% | 0.06% | -7.4% |
Q4 2023 | $880,864 | -36.5% | 11,571 | -41.0% | 0.07% | -46.0% |
Q3 2023 | $1,387,715 | -6.6% | 19,612 | -4.1% | 0.13% | +0.8% |
Q2 2023 | $1,485,403 | +5.6% | 20,454 | +6.4% | 0.12% | -3.1% |
Q1 2023 | $1,406,423 | -1.2% | 19,224 | +2.1% | 0.13% | -7.9% |
Q4 2022 | $1,422,838 | +18.4% | 18,836 | +4.1% | 0.14% | +8.5% |
Q3 2022 | $1,202,000 | -7.0% | 18,091 | +0.2% | 0.13% | +19.4% |
Q2 2022 | $1,293,000 | +3.1% | 18,047 | +13.5% | 0.11% | +24.1% |
Q1 2022 | $1,254,000 | +54.4% | 15,902 | +58.2% | 0.09% | +61.1% |
Q4 2021 | $812,000 | +42.0% | 10,050 | +30.6% | 0.05% | +28.6% |
Q3 2021 | $572,000 | +19.9% | 7,698 | +22.1% | 0.04% | +23.5% |
Q2 2021 | $477,000 | +4.4% | 6,307 | +0.6% | 0.03% | -5.6% |
Q1 2021 | $457,000 | +14.2% | 6,269 | +0.6% | 0.04% | +9.1% |
Q4 2020 | $400,000 | +39.4% | 6,233 | +20.2% | 0.03% | +26.9% |
Q3 2020 | $287,000 | +7.9% | 5,184 | +1.0% | 0.03% | 0.0% |
Q2 2020 | $266,000 | +16.2% | 5,134 | +0.9% | 0.03% | -13.3% |
Q1 2020 | $229,000 | -21.6% | 5,090 | +1.0% | 0.03% | +7.1% |
Q4 2019 | $292,000 | -12.3% | 5,041 | -17.0% | 0.03% | -22.2% |
Q3 2019 | $333,000 | -10.0% | 6,077 | -12.9% | 0.04% | -10.0% |
Q2 2019 | $370,000 | +1.4% | 6,976 | 0.0% | 0.04% | -9.1% |
Q1 2019 | $365,000 | +12.0% | 6,976 | +0.6% | 0.04% | -13.7% |
Q4 2018 | $326,000 | -10.7% | 6,936 | +0.7% | 0.05% | +50.0% |
Q3 2018 | $365,000 | +8.3% | 6,886 | +0.6% | 0.03% | +3.0% |
Q2 2018 | $337,000 | +1.2% | 6,846 | +0.7% | 0.03% | -2.9% |
Q1 2018 | $333,000 | +3.7% | 6,798 | +8.5% | 0.03% | -19.0% |
Q4 2017 | $321,000 | +19.8% | 6,267 | +9.4% | 0.04% | +20.0% |
Q3 2017 | $268,000 | +4.7% | 5,728 | +0.7% | 0.04% | +2.9% |
Q2 2017 | $256,000 | +1.6% | 5,686 | +0.7% | 0.03% | +3.0% |
Q1 2017 | $252,000 | +3.3% | 5,645 | +0.7% | 0.03% | +6.5% |
Q4 2016 | $244,000 | +3.8% | 5,604 | +0.9% | 0.03% | 0.0% |
Q3 2016 | $235,000 | +2.6% | 5,554 | +0.6% | 0.03% | +6.9% |
Q2 2016 | $229,000 | +4.1% | 5,521 | +0.8% | 0.03% | +7.4% |
Q1 2016 | $220,000 | +4.8% | 5,478 | +0.8% | 0.03% | +12.5% |
Q4 2015 | $210,000 | – | 5,437 | – | 0.02% | – |
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% |