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 | $17,883,698 | -1.8% | 231,026 | +2.3% | 2.05% | -3.0% |
| Q1 2024 | $18,207,970 | +12.2% | 225,821 | +6.0% | 2.11% | +4.7% |
| Q4 2023 | $16,222,418 | +9.9% | 213,088 | +0.5% | 2.02% | +0.5% |
| Q3 2023 | $14,757,024 | -2.1% | 211,935 | +2.1% | 2.00% | -1.6% |
| Q2 2023 | $15,075,038 | +6.9% | 207,588 | +7.6% | 2.04% | -6.8% |
| Q1 2023 | $14,108,548 | +1.9% | 192,845 | +5.2% | 2.18% | +2.5% |
| Q4 2022 | $13,847,757 | +19.7% | 183,317 | +5.3% | 2.13% | +10.5% |
| Q3 2022 | $11,567,000 | -6.1% | 174,127 | +1.3% | 1.93% | +2.6% |
| Q2 2022 | $12,315,000 | -0.7% | 171,923 | +9.3% | 1.88% | +8.6% |
| Q1 2022 | $12,404,000 | +6.3% | 157,232 | +8.9% | 1.73% | +4.3% |
| Q4 2021 | $11,667,000 | +75.0% | 144,341 | +60.7% | 1.66% | +57.5% |
| Q3 2021 | $6,668,000 | +2.0% | 89,823 | +3.9% | 1.05% | +0.5% |
| Q2 2021 | $6,536,000 | +5.0% | 86,431 | +1.2% | 1.05% | -1.8% |
| Q1 2021 | $6,225,000 | +19.6% | 85,368 | +5.2% | 1.07% | +10.0% |
| Q4 2020 | $5,204,000 | +20.5% | 81,134 | +3.9% | 0.97% | +1.5% |
| Q3 2020 | $4,319,000 | +16.5% | 78,099 | +9.1% | 0.96% | +10.0% |
| Q2 2020 | $3,706,000 | +407.0% | 71,612 | +340.6% | 0.87% | +341.1% |
| Q1 2020 | $731,000 | – | 16,253 | – | 0.20% | – |
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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% |