SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 419 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $395,487 | -9.4% | 5,086 | -6.0% | 0.07% | -10.3% |
| Q1 2024 | $436,370 | +3.0% | 5,412 | -2.8% | 0.08% | -3.7% |
| Q4 2023 | $423,740 | -29.0% | 5,566 | -34.0% | 0.08% | -31.9% |
| Q3 2023 | $596,861 | -38.4% | 8,435 | -36.8% | 0.12% | -34.3% |
| Q2 2023 | $969,550 | -22.6% | 13,351 | -22.0% | 0.18% | -29.3% |
| Q1 2023 | $1,252,499 | -2.5% | 17,120 | +0.7% | 0.26% | -7.6% |
| Q4 2022 | $1,284,709 | -36.5% | 17,007 | -44.1% | 0.28% | -42.7% |
| Q3 2022 | $2,022,000 | +28785.7% | 30,439 | +19287.9% | 0.48% | +16000.0% |
| Q4 2018 | $7,000 | -12.5% | 157 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +14.3% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | -12.5% | 157 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | – | 157 | – | 0.00% | – |
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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% |