SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,004,415 | -0.7% | 102,937 | +3.0% | 3.54% | -4.8% |
| Q1 2024 | $8,060,938 | +6.1% | 99,974 | +0.2% | 3.72% | -7.5% |
| Q4 2023 | $7,599,323 | +7.3% | 99,820 | -0.2% | 4.02% | +0.6% |
| Q3 2023 | $7,079,886 | -4.4% | 100,055 | -1.9% | 4.00% | +5.6% |
| Q2 2023 | $7,403,292 | +8.7% | 101,946 | +9.5% | 3.79% | +5.1% |
| Q1 2023 | $6,808,522 | -3.0% | 93,063 | +0.2% | 3.60% | -2.6% |
| Q4 2022 | $7,016,474 | +180.5% | 92,884 | +146.7% | 3.70% | +144.9% |
| Q3 2022 | $2,501,000 | -0.9% | 37,653 | +6.9% | 1.51% | +9.1% |
| Q2 2022 | $2,524,000 | -3.9% | 35,230 | +5.8% | 1.38% | +17.0% |
| Q1 2022 | $2,626,000 | +1.6% | 33,289 | +4.1% | 1.18% | -2.2% |
| Q4 2021 | $2,585,000 | -7.9% | 31,975 | -15.4% | 1.21% | -20.2% |
| Q3 2021 | $2,806,000 | +2.7% | 37,796 | +4.6% | 1.52% | +6.4% |
| Q2 2021 | $2,732,000 | +9.5% | 36,131 | +5.6% | 1.43% | -2.2% |
| Q1 2021 | $2,495,000 | +69.3% | 34,209 | +48.9% | 1.46% | +53.7% |
| Q4 2020 | $1,474,000 | +58.5% | 22,978 | +36.6% | 0.95% | +37.3% |
| Q3 2020 | $930,000 | +39.4% | 16,822 | +30.6% | 0.69% | +16.3% |
| Q2 2020 | $667,000 | -59.1% | 12,881 | -54.3% | 0.59% | -63.7% |
| Q4 2019 | $1,631,000 | – | 28,165 | – | 1.64% | – |
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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% |