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 | $6,773,887 | +18.0% | 87,113 | +22.4% | 0.16% | +11.1% |
| Q1 2024 | $5,740,501 | +7.7% | 71,196 | +1.7% | 0.14% | -9.4% |
| Q4 2023 | $5,329,634 | +49.8% | 70,007 | +39.3% | 0.16% | +24.2% |
| Q3 2023 | $3,556,955 | +46.2% | 50,268 | +50.0% | 0.13% | +34.7% |
| Q2 2023 | $2,432,966 | +24.1% | 33,503 | +25.0% | 0.10% | +15.9% |
| Q1 2023 | $1,960,168 | +45.5% | 26,793 | +50.2% | 0.08% | +39.0% |
| Q4 2022 | $1,347,310 | +89.8% | 17,836 | +66.8% | 0.06% | +73.5% |
| Q3 2022 | $710,000 | -7.8% | 10,694 | -0.5% | 0.03% | -8.1% |
| Q2 2022 | $770,000 | -21.2% | 10,745 | -13.3% | 0.04% | -14.0% |
| Q1 2022 | $977,226 | +14.0% | 12,387 | +16.9% | 0.04% | +19.4% |
| Q4 2021 | $857,000 | +23.8% | 10,599 | +13.7% | 0.04% | +9.1% |
| Q3 2021 | $692,000 | +46.0% | 9,319 | +49.5% | 0.03% | +43.5% |
| Q2 2021 | $474,000 | -13.2% | 6,233 | -16.2% | 0.02% | -25.8% |
| Q1 2021 | $546,000 | +10.8% | 7,440 | -3.2% | 0.03% | -13.9% |
| Q4 2020 | $493,000 | -19.2% | 7,686 | -30.3% | 0.04% | -34.5% |
| Q3 2020 | $610,000 | +71.3% | 11,026 | +60.2% | 0.06% | +52.8% |
| Q2 2020 | $356,000 | +9.2% | 6,882 | -5.0% | 0.04% | -18.2% |
| Q1 2020 | $326,000 | -15.5% | 7,241 | +8.6% | 0.04% | -8.3% |
| Q4 2019 | $386,000 | -12.9% | 6,669 | -17.5% | 0.05% | -31.4% |
| Q3 2019 | $443,000 | +1.8% | 8,085 | -1.4% | 0.07% | -4.1% |
| Q2 2019 | $435,000 | -64.0% | 8,197 | -64.5% | 0.07% | -60.3% |
| Q1 2019 | $1,208,000 | +1.0% | 23,113 | -9.2% | 0.18% | -29.5% |
| Q4 2018 | $1,196,000 | -16.1% | 25,452 | -5.4% | 0.26% | -9.7% |
| Q3 2018 | $1,426,000 | +13.5% | 26,901 | +5.5% | 0.29% | -3.7% |
| Q2 2018 | $1,256,000 | +13.7% | 25,488 | +13.1% | 0.30% | +9.1% |
| Q1 2018 | $1,105,000 | +0.2% | 22,533 | +4.6% | 0.28% | -30.2% |
| Q4 2017 | $1,103,000 | +18.3% | 21,549 | +8.3% | 0.39% | -3.9% |
| Q3 2017 | $932,000 | -4.5% | 19,905 | -8.1% | 0.41% | -18.3% |
| Q2 2017 | $976,000 | -5.3% | 21,651 | -6.4% | 0.50% | -18.0% |
| Q1 2017 | $1,031,000 | – | 23,123 | – | 0.61% | – |
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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% |