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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,154,365 | +0.5% | 17,486 | +3.6% | 0.17% | -7.1% |
| Q1 2024 | $1,148,171 | +18.4% | 16,882 | +9.8% | 0.18% | 0.0% |
| Q4 2023 | $970,037 | +30.3% | 15,382 | +16.9% | 0.18% | +18.8% |
| Q3 2023 | $744,394 | +11.2% | 13,157 | +11.0% | 0.15% | +22.2% |
| Q2 2023 | $669,404 | +9.1% | 11,856 | +7.5% | 0.13% | +1.6% |
| Q1 2023 | $613,751 | +11.8% | 11,028 | +11.3% | 0.12% | +67.6% |
| Q4 2022 | $548,959 | +43.3% | 9,907 | +71.6% | 0.07% | -20.4% |
| Q3 2022 | $383,000 | +102.6% | 5,772 | +118.6% | 0.09% | +144.7% |
| Q2 2022 | $189,000 | +45.4% | 2,641 | +59.8% | 0.04% | +65.2% |
| Q1 2022 | $130,000 | -57.1% | 1,653 | -55.8% | 0.02% | -54.0% |
| Q4 2021 | $303,000 | +1162.5% | 3,740 | +15.3% | 0.05% | +1150.0% |
| Q3 2021 | $24,000 | -78.6% | 3,244 | +119.2% | 0.00% | -80.0% |
| Q2 2021 | $112,000 | +166.7% | 1,480 | +158.3% | 0.02% | +100.0% |
| Q1 2021 | $42,000 | +13.5% | 573 | +0.2% | 0.01% | +11.1% |
| Q4 2020 | $37,000 | – | 572 | – | 0.01% | – |
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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% |