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 | $1,258,284 | +1.0% | 16,182 | +4.7% | 0.21% | -4.1% |
| Q1 2024 | $1,245,896 | +8.4% | 15,452 | +2.3% | 0.22% | -3.1% |
| Q4 2023 | $1,149,784 | +16.8% | 15,103 | +8.5% | 0.23% | -4.6% |
| Q3 2023 | $984,659 | -3.5% | 13,915 | -0.9% | 0.24% | -3.7% |
| Q2 2023 | $1,019,894 | -6.6% | 14,044 | -7.0% | 0.25% | -14.6% |
| Q1 2023 | $1,092,404 | +0.7% | 15,109 | +5.2% | 0.29% | +0.7% |
| Q4 2022 | $1,084,667 | +9.8% | 14,359 | -3.4% | 0.29% | -2.4% |
| Q3 2022 | $988,000 | -11.9% | 14,871 | -1.3% | 0.29% | +2.4% |
| Q2 2022 | $1,122,000 | +19.2% | 15,071 | +26.3% | 0.29% | +27.1% |
| Q1 2022 | $941,000 | +1.8% | 11,929 | +4.3% | 0.22% | -14.8% |
| Q4 2021 | $924,000 | +18.5% | 11,433 | +8.8% | 0.26% | +3.5% |
| Q3 2021 | $780,000 | -9.9% | 10,513 | -8.2% | 0.26% | -11.8% |
| Q2 2021 | $866,000 | -1.3% | 11,455 | -4.7% | 0.29% | -13.7% |
| Q1 2021 | $877,000 | +24.4% | 12,022 | +9.3% | 0.34% | -10.7% |
| Q4 2020 | $705,000 | +37.2% | 10,997 | +18.4% | 0.38% | +17.6% |
| Q3 2020 | $514,000 | +6.9% | 9,288 | -0.0% | 0.32% | -8.1% |
| Q2 2020 | $481,000 | +21.8% | 9,289 | +5.7% | 0.35% | -3.1% |
| Q1 2020 | $395,000 | -27.0% | 8,790 | -3.8% | 0.36% | +1.7% |
| Q4 2019 | $541,000 | +26.7% | 9,134 | +17.2% | 0.35% | +21.4% |
| Q3 2019 | $427,000 | +4.1% | 7,792 | +0.9% | 0.29% | +10.3% |
| Q2 2019 | $410,000 | +24.6% | 7,720 | +22.2% | 0.26% | +21.2% |
| Q1 2019 | $329,000 | +11.1% | 6,320 | +0.2% | 0.22% | -13.9% |
| Q4 2018 | $296,000 | +3.5% | 6,308 | +16.8% | 0.25% | +15.1% |
| Q3 2018 | $286,000 | +17.2% | 5,399 | +9.2% | 0.22% | +27.3% |
| Q2 2018 | $244,000 | – | 4,942 | – | 0.17% | – |
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% |