SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,330 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.52 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $597,365 | -2.9% | 7,682 | +0.7% | 0.03% | -9.7% |
| Q1 2024 | $615,300 | +64.5% | 7,631 | +55.3% | 0.03% | +34.8% |
| Q4 2023 | $374,111 | +18.8% | 4,914 | +10.4% | 0.02% | 0.0% |
| Q3 2023 | $314,987 | +6.4% | 4,451 | +9.2% | 0.02% | +91.7% |
| Q2 2023 | $295,971 | +3.1% | 4,076 | +3.9% | 0.01% | -53.8% |
| Q1 2023 | $286,974 | -0.6% | 3,923 | +2.6% | 0.03% | -16.1% |
| Q4 2022 | $288,781 | +16.9% | 3,823 | +2.7% | 0.03% | +158.3% |
| Q3 2022 | $247,000 | -4.6% | 3,721 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $259,000 | -6.8% | 3,617 | +2.8% | 0.01% | +9.1% |
| Q1 2022 | $278,000 | +0.4% | 3,519 | +2.6% | 0.01% | +22.2% |
| Q4 2021 | $277,000 | +11.7% | 3,430 | +2.8% | 0.01% | -79.1% |
| Q3 2021 | $248,000 | +1.2% | 3,336 | +2.9% | 0.04% | -2.3% |
| Q2 2021 | $245,000 | +6.5% | 3,242 | +2.9% | 0.04% | -4.3% |
| Q1 2021 | $230,000 | – | 3,151 | – | 0.05% | – |
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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% |