SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,171 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $677,791 | -4.7% | 8,716 | -1.2% | 0.23% | -9.1% |
| Q1 2024 | $711,354 | -25.9% | 8,822 | -30.1% | 0.25% | -37.4% |
| Q4 2023 | $960,511 | +12.8% | 12,617 | +4.8% | 0.41% | +18.4% |
| Q3 2023 | $851,889 | +4.8% | 12,039 | +7.6% | 0.34% | +7.2% |
| Q2 2023 | $812,725 | +15.7% | 11,191 | +16.5% | 0.32% | +21.7% |
| Q1 2023 | $702,691 | -2.6% | 9,605 | +0.6% | 0.26% | -10.2% |
| Q4 2022 | $721,517 | +1.2% | 9,551 | -11.1% | 0.29% | +3.2% |
| Q3 2022 | $713,000 | -31.2% | 10,739 | -25.8% | 0.28% | -28.6% |
| Q2 2022 | $1,036,000 | -11.5% | 14,466 | -2.5% | 0.40% | -3.9% |
| Q1 2022 | $1,171,000 | -8.1% | 14,838 | -5.9% | 0.41% | -5.0% |
| Q4 2021 | $1,274,000 | +7.1% | 15,761 | -1.6% | 0.44% | +0.2% |
| Q3 2021 | $1,189,000 | -1.2% | 16,012 | +0.7% | 0.44% | -2.2% |
| Q2 2021 | $1,203,000 | -2.5% | 15,906 | -6.0% | 0.44% | -3.1% |
| Q1 2021 | $1,234,000 | +19.0% | 16,923 | +4.7% | 0.46% | +16.8% |
| Q4 2020 | $1,037,000 | +14.3% | 16,162 | -1.4% | 0.39% | +1.0% |
| Q3 2020 | $907,000 | +6.8% | 16,399 | -0.1% | 0.39% | -2.3% |
| Q2 2020 | $849,000 | -5.7% | 16,413 | -17.9% | 0.40% | -17.3% |
| Q1 2020 | $900,000 | -22.2% | 20,003 | +0.1% | 0.48% | -6.6% |
| Q4 2019 | $1,157,000 | +17.1% | 19,979 | +10.7% | 0.52% | -13.7% |
| Q3 2019 | $988,000 | -11.6% | 18,045 | -14.4% | 0.60% | -8.7% |
| Q2 2019 | $1,118,000 | +2.0% | 21,073 | +0.5% | 0.65% | +0.5% |
| Q1 2019 | $1,096,000 | +18.7% | 20,963 | +6.6% | 0.65% | -7.0% |
| Q4 2018 | $923,000 | – | 19,659 | – | 0.70% | – |
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% |