SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,361 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $31,799,688 | -7.1% | 408,947 | -4.3% | 8.63% | -10.9% |
| Q1 2024 | $34,229,205 | +0.4% | 427,118 | -4.6% | 9.68% | -8.3% |
| Q4 2023 | $34,089,378 | +5.1% | 447,779 | -2.3% | 10.55% | -7.8% |
| Q3 2023 | $32,434,672 | -1.3% | 458,376 | +1.3% | 11.44% | -0.2% |
| Q2 2023 | $32,868,952 | +1.8% | 452,616 | +2.5% | 11.47% | -3.7% |
| Q1 2023 | $32,295,479 | -1.6% | 441,436 | +1.6% | 11.91% | -8.8% |
| Q4 2022 | $32,812,330 | +16.4% | 434,370 | +2.3% | 13.06% | -4.3% |
| Q3 2022 | $28,195,000 | -2.8% | 424,428 | +4.8% | 13.66% | -1.8% |
| Q2 2022 | $29,002,000 | -4.6% | 404,888 | +5.1% | 13.91% | -7.3% |
| Q1 2022 | $30,402,000 | +7.2% | 385,375 | +9.8% | 15.00% | +4.3% |
| Q4 2021 | $28,358,000 | +43.5% | 350,841 | +31.8% | 14.39% | +17.5% |
| Q3 2021 | $19,757,000 | +6.1% | 266,124 | +8.0% | 12.24% | +3.2% |
| Q2 2021 | $18,629,000 | +15.1% | 246,350 | +10.9% | 11.86% | +5.2% |
| Q1 2021 | $16,192,000 | +25.9% | 222,057 | +10.7% | 11.28% | +16.4% |
| Q4 2020 | $12,865,000 | +28.1% | 200,580 | +10.4% | 9.69% | +14.0% |
| Q3 2020 | $10,046,000 | +14.5% | 181,672 | +7.2% | 8.50% | +7.0% |
| Q2 2020 | $8,773,000 | +23.4% | 169,523 | +7.3% | 7.95% | +5.8% |
| Q1 2020 | $7,108,000 | +45.8% | 158,021 | +87.8% | 7.51% | +76.4% |
| Q4 2019 | $4,874,000 | – | 84,155 | – | 4.26% | – |
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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% |