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 | $48,862,440 | +0.6% | 628,375 | +4.3% | 8.01% | -4.3% |
| Q1 2024 | $48,559,161 | +5.0% | 602,247 | -0.9% | 8.36% | -6.2% |
| Q4 2023 | $46,255,054 | +5.8% | 607,580 | -1.7% | 8.92% | -11.1% |
| Q3 2023 | $43,724,111 | -0.5% | 617,921 | +2.1% | 10.02% | -4.4% |
| Q2 2023 | $43,964,787 | -3.5% | 605,409 | -2.8% | 10.49% | -5.5% |
| Q1 2023 | $45,575,446 | -4.0% | 622,956 | -0.8% | 11.10% | -10.9% |
| Q4 2022 | $47,458,923 | +17.5% | 628,262 | +3.3% | 12.47% | -4.8% |
| Q3 2022 | $40,385,000 | -8.7% | 607,936 | -1.5% | 13.09% | -12.8% |
| Q2 2022 | $44,227,000 | -7.5% | 617,435 | +1.9% | 15.02% | +6.1% |
| Q1 2022 | $47,812,000 | +9.4% | 606,053 | +12.0% | 14.16% | +8.0% |
| Q4 2021 | $43,723,000 | +17.2% | 540,922 | +7.6% | 13.11% | -6.3% |
| Q3 2021 | $37,316,000 | +3.4% | 502,646 | +5.4% | 13.99% | -1.0% |
| Q2 2021 | $36,072,000 | +12.6% | 477,017 | +8.5% | 14.14% | -1.8% |
| Q1 2021 | $32,048,000 | +27.5% | 439,496 | +12.2% | 14.39% | +8.7% |
| Q4 2020 | $25,128,000 | +23.1% | 391,768 | +6.2% | 13.24% | +0.4% |
| Q3 2020 | $20,405,000 | +7.5% | 368,996 | +0.6% | 13.19% | -2.2% |
| Q2 2020 | $18,979,000 | +11.3% | 366,745 | -3.2% | 13.48% | -10.6% |
| Q1 2020 | $17,047,000 | +8.4% | 378,998 | +39.5% | 15.08% | +55.9% |
| Q4 2019 | $15,732,000 | +36.5% | 271,618 | +29.1% | 9.67% | +26.8% |
| Q3 2019 | $11,525,000 | +55.1% | 210,385 | +50.3% | 7.63% | +50.2% |
| Q2 2019 | $7,430,000 | +57.4% | 140,002 | +55.0% | 5.08% | +51.7% |
| Q1 2019 | $4,721,000 | +41.0% | 90,309 | +26.7% | 3.35% | +30.1% |
| Q4 2018 | $3,349,000 | – | 71,304 | – | 2.57% | – |
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% |