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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $280,812 | +1.0% | 3,688 | -6.1% | 0.05% | -1.9% |
| Q3 2023 | $278,130 | -58.6% | 3,929 | -57.6% | 0.05% | -61.0% |
| Q2 2023 | $672,464 | +63.7% | 9,259 | +64.9% | 0.14% | -28.4% |
| Q1 2023 | $410,881 | -45.7% | 5,616 | -44.0% | 0.19% | -52.9% |
| Q4 2022 | $757,217 | -32.0% | 10,024 | -40.2% | 0.40% | -39.7% |
| Q3 2022 | $1,113,000 | -14.7% | 16,756 | -8.0% | 0.67% | -14.7% |
| Q2 2022 | $1,305,000 | -92.8% | 18,217 | -92.0% | 0.78% | -90.2% |
| Q1 2022 | $18,040,000 | +148.6% | 228,673 | +154.7% | 8.01% | +138.6% |
| Q4 2021 | $7,258,000 | +395.8% | 89,798 | +355.4% | 3.36% | +338.7% |
| Q3 2021 | $1,464,000 | +146300.0% | 19,719 | +140750.0% | 0.76% | +76400.0% |
| Q2 2021 | $1,000 | – | 14 | – | 0.00% | – |
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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% |