SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,698,086 | -61.6% | 73,278 | -60.2% | 0.32% | -61.2% |
| Q1 2024 | $14,851,655 | +5.8% | 184,195 | -0.1% | 0.83% | -4.9% |
| Q4 2023 | $14,036,293 | +8.9% | 184,373 | +1.2% | 0.88% | -0.3% |
| Q3 2023 | $12,885,444 | -8.6% | 182,101 | -6.2% | 0.88% | -7.2% |
| Q2 2023 | $14,104,429 | +0.5% | 194,222 | +1.3% | 0.95% | -6.6% |
| Q1 2023 | $14,028,248 | -11.6% | 191,748 | -8.7% | 1.01% | -17.6% |
| Q4 2022 | $15,865,717 | +16.2% | 210,031 | +2.2% | 1.23% | +8.5% |
| Q3 2022 | $13,656,000 | -8.4% | 205,574 | -1.2% | 1.13% | -9.2% |
| Q2 2022 | $14,902,000 | +13.9% | 208,043 | +25.4% | 1.25% | +20.5% |
| Q1 2022 | $13,089,000 | +27.7% | 165,914 | +23.0% | 1.04% | +13.7% |
| Q4 2021 | $10,246,000 | +1.9% | 134,864 | +0.9% | 0.91% | +7.7% |
| Q3 2021 | $10,053,000 | -1.9% | 133,628 | -0.9% | 0.85% | -7.0% |
| Q2 2021 | $10,246,000 | +37.2% | 134,864 | +34.1% | 0.91% | +19.0% |
| Q1 2021 | $7,466,000 | +397.7% | 100,544 | +246.8% | 0.76% | +255.8% |
| Q2 2020 | $1,500,000 | +88.9% | 28,994 | +64.2% | 0.22% | +2.9% |
| Q1 2020 | $794,000 | – | 17,654 | – | 0.21% | – |
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% |