SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 526 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,399,390 | -1.9% | 236,618 | +1.7% | 1.24% | -9.2% |
| Q1 2024 | $18,750,401 | +10.1% | 232,549 | +4.0% | 1.37% | -0.4% |
| Q4 2023 | $17,023,801 | +4.4% | 223,615 | -3.0% | 1.38% | -6.1% |
| Q3 2023 | $16,312,474 | +0.1% | 230,532 | +2.8% | 1.46% | +18.0% |
| Q2 2023 | $16,290,376 | -4.4% | 224,324 | -3.7% | 1.24% | -13.0% |
| Q1 2023 | $17,041,685 | +4.2% | 232,937 | +7.6% | 1.43% | -11.0% |
| Q4 2022 | $16,358,999 | +19.6% | 216,561 | +5.2% | 1.60% | +2.5% |
| Q3 2022 | $13,674,000 | +12.2% | 205,848 | +36.5% | 1.56% | +30.2% |
| Q4 2021 | $12,192,000 | +23.5% | 150,833 | +13.4% | 1.20% | +9.9% |
| Q3 2021 | $9,871,000 | +3.5% | 132,960 | +5.4% | 1.09% | +0.2% |
| Q2 2021 | $9,535,000 | +24.3% | 126,093 | +19.9% | 1.09% | +10.9% |
| Q1 2021 | $7,670,000 | +36.2% | 105,188 | +19.8% | 0.98% | +3.0% |
| Q4 2020 | $5,633,000 | +38.3% | 87,822 | +24.0% | 0.95% | +22.0% |
| Q3 2020 | $4,074,000 | +16.6% | 70,839 | +4.4% | 0.78% | -0.6% |
| Q2 2020 | $3,493,000 | -3.4% | 67,834 | -8.2% | 0.79% | -19.2% |
| Q1 2020 | $3,617,000 | -10.4% | 73,925 | +5.8% | 0.97% | -1.6% |
| Q4 2019 | $4,036,000 | +17.3% | 69,856 | +8.2% | 0.99% | +4.2% |
| Q3 2019 | $3,442,000 | +2.0% | 64,533 | +5.3% | 0.95% | +3.7% |
| Q2 2019 | $3,373,000 | +25.4% | 61,279 | +22.9% | 0.92% | +11.8% |
| Q1 2019 | $2,689,000 | +15.5% | 49,841 | +9.2% | 0.82% | +12.2% |
| Q4 2018 | $2,328,000 | +32.3% | 45,641 | +30.2% | 0.73% | -46.6% |
| Q3 2018 | $1,760,000 | +18.4% | 35,053 | +16.3% | 1.37% | +4.2% |
| Q2 2018 | $1,486,000 | +42.9% | 30,153 | +42.2% | 1.31% | +33.1% |
| Q1 2018 | $1,040,000 | +77.5% | 21,204 | +85.2% | 0.98% | +60.4% |
| Q4 2017 | $586,000 | – | 11,448 | – | 0.61% | – |
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% |