SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 526 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $402,562 | +4.3% | 5,177 | +2.1% | 0.11% | -3.6% |
| Q1 2024 | $385,900 | 0.0% | 5,069 | 0.0% | 0.11% | 0.0% |
| Q4 2023 | $385,900 | +0.4% | 5,069 | -6.7% | 0.11% | -13.8% |
| Q3 2023 | $384,366 | -33.8% | 5,432 | -32.1% | 0.13% | -33.0% |
| Q2 2023 | $580,885 | -10.1% | 7,999 | -9.5% | 0.19% | -14.2% |
| Q1 2023 | $646,496 | -3.3% | 8,838 | -0.1% | 0.23% | -3.8% |
| Q4 2022 | $668,526 | +94.9% | 8,850 | +71.6% | 0.24% | +72.8% |
| Q3 2022 | $343,000 | +14.7% | 5,157 | +23.5% | 0.14% | +19.3% |
| Q2 2022 | $299,000 | -9.1% | 4,175 | 0.0% | 0.11% | +4.6% |
| Q1 2022 | $329,000 | +44.9% | 4,175 | +48.5% | 0.11% | +41.6% |
| Q4 2021 | $227,000 | +4.1% | 2,812 | 0.0% | 0.08% | -2.5% |
| Q3 2021 | $218,000 | +0.9% | 2,812 | 0.0% | 0.08% | -6.0% |
| Q2 2021 | $216,000 | +1561.5% | 2,812 | +1066.8% | 0.08% | +1580.0% |
| Q2 2019 | $13,000 | 0.0% | 241 | 0.0% | 0.01% | -28.6% |
| Q1 2019 | $13,000 | +44.4% | 241 | +19.3% | 0.01% | +16.7% |
| Q4 2018 | $9,000 | – | 202 | – | 0.01% | – |
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% |