SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 853 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,528,195 | -3.8% | 19,653 | -0.2% | 0.54% | -8.0% |
Q1 2024 | $1,587,824 | +4.0% | 19,693 | -1.8% | 0.59% | -5.2% |
Q4 2023 | $1,526,717 | -6.0% | 20,054 | -12.6% | 0.62% | -12.6% |
Q3 2023 | $1,624,508 | -9.1% | 22,958 | -6.8% | 0.71% | -7.7% |
Q2 2023 | $1,787,977 | -1.4% | 24,621 | -0.6% | 0.77% | -8.0% |
Q1 2023 | $1,812,758 | -4.3% | 24,778 | -1.2% | 0.84% | -9.0% |
Q4 2022 | $1,894,543 | +15.0% | 25,080 | +1.1% | 0.92% | +5.9% |
Q3 2022 | $1,648,000 | +3.3% | 24,804 | +11.4% | 0.87% | +7.4% |
Q2 2022 | $1,595,000 | -9.2% | 22,266 | -0.0% | 0.81% | +4.8% |
Q1 2022 | $1,757,000 | -2.9% | 22,271 | -0.6% | 0.77% | 0.0% |
Q4 2021 | $1,810,000 | +1.2% | 22,395 | -7.0% | 0.77% | -0.5% |
Q3 2021 | $1,789,000 | -1.9% | 24,093 | -0.1% | 0.77% | +0.9% |
Q2 2021 | $1,824,000 | -13.3% | 24,121 | -16.4% | 0.77% | -21.3% |
Q1 2021 | $2,105,000 | +10.7% | 28,868 | -2.6% | 0.98% | -0.8% |
Q4 2020 | $1,901,000 | -7.9% | 29,637 | -20.6% | 0.98% | -17.1% |
Q3 2020 | $2,064,000 | -43.9% | 37,319 | -47.5% | 1.19% | -50.5% |
Q2 2020 | $3,677,000 | -34.7% | 71,049 | -43.3% | 2.40% | -54.1% |
Q1 2020 | $5,633,000 | -22.7% | 125,234 | -0.5% | 5.22% | -9.1% |
Q4 2019 | $7,290,000 | – | 125,855 | – | 5.74% | – |
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% |