SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $490,919 | +28.6% | 6,313 | +33.4% | 0.10% | +25.3% |
| Q1 2024 | $381,689 | -20.3% | 4,734 | -24.8% | 0.08% | -25.2% |
| Q4 2023 | $478,973 | +16.1% | 6,292 | +7.9% | 0.11% | +4.7% |
| Q3 2023 | $412,659 | -1.7% | 5,832 | +0.9% | 0.11% | +2.9% |
| Q2 2023 | $419,665 | +0.2% | 5,779 | +0.9% | 0.10% | -4.6% |
| Q1 2023 | $418,864 | -2.3% | 5,725 | +0.8% | 0.11% | -7.7% |
| Q4 2022 | $428,853 | +15.0% | 5,677 | +0.9% | 0.12% | +13.6% |
| Q3 2022 | $373,000 | -6.5% | 5,625 | +0.9% | 0.10% | -3.7% |
| Q2 2022 | $399,000 | -8.3% | 5,573 | +1.0% | 0.11% | +3.9% |
| Q1 2022 | $435,000 | -1.8% | 5,519 | +0.7% | 0.10% | +1.0% |
| Q4 2021 | $443,000 | +9.9% | 5,483 | +0.8% | 0.10% | 0.0% |
| Q3 2021 | $403,000 | -1.2% | 5,440 | +0.8% | 0.10% | -1.9% |
| Q2 2021 | $408,000 | +4.3% | 5,398 | +0.7% | 0.10% | -4.6% |
| Q1 2021 | $391,000 | +23.3% | 5,360 | +8.3% | 0.11% | +13.5% |
| Q4 2020 | $317,000 | +17.0% | 4,947 | +0.9% | 0.10% | +1.1% |
| Q3 2020 | $271,000 | +9.3% | 4,901 | +1.0% | 0.10% | +2.2% |
| Q2 2020 | $248,000 | – | 4,852 | – | 0.09% | – |
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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% |