SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $200,195 | -50.6% | 2,483 | -55.5% | 0.02% | -62.5% |
| Q2 2023 | $405,365 | +4.9% | 5,582 | +5.7% | 0.04% | -4.8% |
| Q1 2023 | $386,431 | -1.8% | 5,282 | +1.3% | 0.04% | -10.6% |
| Q4 2022 | $393,714 | +47.5% | 5,212 | +39.4% | 0.05% | +38.2% |
| Q3 2022 | $267,000 | -23.7% | 3,740 | -23.8% | 0.03% | -32.0% |
| Q2 2022 | $350,000 | -9.6% | 4,911 | 0.0% | 0.05% | -12.3% |
| Q1 2022 | $387,000 | -10.4% | 4,911 | -8.2% | 0.06% | -19.7% |
| Q4 2021 | $432,000 | +8.8% | 5,349 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $397,000 | -1.5% | 5,349 | +0.3% | 0.07% | -22.6% |
| Q2 2021 | $403,000 | +49.3% | 5,335 | +44.3% | 0.09% | -23.1% |
| Q1 2021 | $270,000 | +13.9% | 3,698 | 0.0% | 0.12% | -40.4% |
| Q4 2020 | $237,000 | +16.2% | 3,698 | 0.0% | 0.20% | +24.5% |
| Q3 2020 | $204,000 | -4.7% | 3,698 | 0.0% | 0.16% | -32.1% |
| Q4 2019 | $214,000 | – | 3,698 | – | 0.24% | – |
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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% |