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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,297 | -9.7% | 2,887 | -7.3% | 0.01% | -6.7% |
| Q2 2023 | $226,317 | -10.1% | 3,116 | -9.5% | 0.02% | -11.8% |
| Q1 2023 | $251,800 | -83.2% | 3,442 | -84.8% | 0.02% | -84.7% |
| Q3 2022 | $1,503,000 | +18.4% | 22,628 | +27.8% | 0.11% | +19.4% |
| Q2 2022 | $1,269,000 | -25.8% | 17,710 | -18.4% | 0.09% | -19.1% |
| Q1 2022 | $1,711,000 | +707.1% | 21,694 | +444.0% | 0.12% | +248.5% |
| Q2 2019 | $212,000 | +2.4% | 3,988 | -1.3% | 0.03% | -48.4% |
| Q4 2017 | $207,000 | – | 4,040 | – | 0.06% | – |
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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% |