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 | $201 | -15.9% | 2,585 | -12.9% | 0.08% | -12.0% |
| Q1 2024 | $239 | +5.8% | 2,968 | 0.0% | 0.09% | 0.0% |
| Q4 2023 | $226 | -70.8% | 2,968 | -72.9% | 0.09% | -71.8% |
| Q3 2023 | $775 | -8.2% | 10,947 | -5.8% | 0.33% | -5.0% |
| Q2 2023 | $844 | -11.4% | 11,623 | -10.8% | 0.34% | -13.4% |
| Q1 2023 | $953 | -5.5% | 13,027 | -2.4% | 0.40% | -4.8% |
| Q4 2022 | $1,008 | -99.9% | 13,348 | +6.7% | 0.42% | +8.1% |
| Q3 2022 | $831,000 | +27.8% | 12,510 | +37.8% | 0.38% | +25.0% |
| Q2 2022 | $650,000 | -6.9% | 9,079 | +2.6% | 0.31% | -3.4% |
| Q1 2022 | $698,000 | -0.3% | 8,845 | +2.1% | 0.32% | -3.3% |
| Q4 2021 | $700,000 | +10.2% | 8,666 | +1.3% | 0.33% | +2.8% |
| Q3 2021 | $635,000 | -1.9% | 8,559 | 0.0% | 0.32% | -2.1% |
| Q2 2021 | $647,000 | +5.4% | 8,559 | +1.7% | 0.33% | +0.6% |
| Q1 2021 | $614,000 | +8.9% | 8,419 | -4.3% | 0.33% | -1.2% |
| Q4 2020 | $564,000 | +4.4% | 8,795 | -10.0% | 0.33% | -8.6% |
| Q3 2020 | $540,000 | -8.9% | 9,770 | -14.8% | 0.36% | -13.4% |
| Q2 2020 | $593,000 | +11.7% | 11,465 | -2.9% | 0.42% | +3.0% |
| Q1 2020 | $531,000 | -22.4% | 11,805 | -0.1% | 0.40% | +0.2% |
| Q4 2019 | $684,000 | +18.5% | 11,811 | +12.2% | 0.40% | +4.1% |
| Q3 2019 | $577,000 | -10.4% | 10,526 | -13.3% | 0.39% | -14.9% |
| Q2 2019 | $644,000 | -9.3% | 12,141 | -10.6% | 0.46% | -16.8% |
| Q1 2019 | $710,000 | -10.4% | 13,582 | -19.4% | 0.55% | -25.0% |
| Q4 2018 | $792,000 | +17.9% | 16,860 | +33.0% | 0.73% | +21.4% |
| Q3 2018 | $672,000 | +27.0% | 12,675 | +18.0% | 0.60% | +11.5% |
| Q2 2018 | $529,000 | +1.5% | 10,739 | +1.1% | 0.54% | +4.0% |
| Q1 2018 | $521,000 | +5.9% | 10,626 | +10.6% | 0.52% | +1.6% |
| Q4 2017 | $492,000 | – | 9,610 | – | 0.51% | – |
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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% |