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 | $3,282,405 | -4.0% | 42,212 | -0.5% | 0.63% | -8.9% |
| Q1 2024 | $3,418,954 | +5.3% | 42,403 | -0.5% | 0.70% | -2.1% |
| Q4 2023 | $3,245,726 | +5.4% | 42,634 | -2.0% | 0.71% | -5.0% |
| Q3 2023 | $3,078,417 | -0.3% | 43,505 | +2.3% | 0.75% | +1.4% |
| Q2 2023 | $3,086,978 | -1.2% | 42,509 | -0.5% | 0.74% | -6.4% |
| Q1 2023 | $3,125,709 | -4.2% | 42,724 | -1.1% | 0.79% | -11.3% |
| Q4 2022 | $3,263,251 | +13.8% | 43,199 | +0.0% | 0.89% | +6.2% |
| Q3 2022 | $2,868,000 | -4.1% | 43,180 | +3.4% | 0.84% | -2.5% |
| Q2 2022 | $2,991,000 | -10.4% | 41,752 | -1.3% | 0.86% | +0.8% |
| Q1 2022 | $3,337,000 | -3.2% | 42,298 | -0.9% | 0.85% | -1.2% |
| Q4 2021 | $3,449,000 | +18.4% | 42,667 | +8.7% | 0.86% | +9.8% |
| Q3 2021 | $2,913,000 | -0.9% | 39,243 | +1.0% | 0.78% | -2.9% |
| Q2 2021 | $2,938,000 | +9.3% | 38,858 | +5.5% | 0.80% | -2.1% |
| Q1 2021 | $2,687,000 | +19.5% | 36,845 | +5.1% | 0.82% | +14.5% |
| Q4 2020 | $2,249,000 | +49.3% | 35,067 | +28.7% | 0.72% | +37.8% |
| Q3 2020 | $1,506,000 | +228.8% | 27,239 | +208.1% | 0.52% | +210.1% |
| Q2 2020 | $458,000 | – | 8,842 | – | 0.17% | – |
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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% |