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 | $8,861,168 | +7.8% | 113,955 | +11.8% | 3.92% | -2.5% |
| Q1 2024 | $8,220,579 | +130.9% | 101,954 | +118.0% | 4.02% | +47.5% |
| Q4 2023 | $3,560,485 | +175.0% | 46,768 | +155.6% | 2.73% | +71.6% |
| Q3 2023 | $1,294,566 | +115.5% | 18,295 | +121.2% | 1.59% | +62.9% |
| Q2 2023 | $600,785 | +28.4% | 8,272 | +29.4% | 0.98% | +13.2% |
| Q1 2023 | $467,827 | -23.4% | 6,395 | -20.9% | 0.86% | -28.0% |
| Q4 2022 | $610,410 | – | 8,081 | – | 1.20% | – |
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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% |