SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,148 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,455,667 | -1.9% | 18,720 | +1.7% | 0.12% | -1.7% |
| Q1 2024 | $1,484,318 | -75.4% | 18,409 | -76.8% | 0.12% | -77.5% |
| Q4 2023 | $6,041,296 | +440.6% | 79,355 | +402.5% | 0.52% | +414.7% |
| Q3 2023 | $1,117,513 | -3.8% | 15,793 | -1.3% | 0.10% | 0.0% |
| Q2 2023 | $1,161,775 | -3.5% | 15,998 | -2.8% | 0.10% | -8.9% |
| Q1 2023 | $1,204,360 | +136.1% | 16,462 | +143.7% | 0.11% | +119.6% |
| Q4 2022 | $510,197 | +14.9% | 6,754 | +1.1% | 0.05% | +8.5% |
| Q3 2022 | $444,000 | -7.9% | 6,680 | -0.7% | 0.05% | -4.1% |
| Q2 2022 | $482,000 | +16.1% | 6,724 | +27.9% | 0.05% | +36.1% |
| Q1 2022 | $415,000 | -20.5% | 5,258 | -18.6% | 0.04% | -26.5% |
| Q4 2021 | $522,000 | -3.2% | 6,460 | -11.0% | 0.05% | -12.5% |
| Q3 2021 | $539,000 | +2.3% | 7,260 | +4.1% | 0.06% | -1.8% |
| Q2 2021 | $527,000 | +11.2% | 6,974 | +7.4% | 0.06% | +1.8% |
| Q1 2021 | $474,000 | +125.7% | 6,494 | +98.0% | 0.06% | +107.4% |
| Q4 2020 | $210,000 | -84.1% | 3,280 | -88.8% | 0.03% | -91.6% |
| Q1 2020 | $1,317,000 | -35.3% | 29,286 | -16.7% | 0.32% | -6.6% |
| Q4 2019 | $2,037,000 | -41.8% | 35,171 | -44.9% | 0.35% | -30.1% |
| Q3 2019 | $3,499,000 | +68.7% | 63,882 | +63.5% | 0.50% | +38.7% |
| Q2 2019 | $2,074,000 | +230.8% | 39,080 | +192.7% | 0.36% | +195.0% |
| Q4 2018 | $627,000 | – | 13,351 | – | 0.12% | – |
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% |