SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,162 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,733 | -3.6% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $3,871 | -95.5% | 48 | -95.7% | 0.00% | -95.5% |
| Q4 2023 | $85,875 | -0.9% | 1,128 | -7.9% | 0.02% | -12.0% |
| Q3 2023 | $86,681 | -2.6% | 1,225 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $88,960 | +10.0% | 1,225 | +10.9% | 0.02% | 0.0% |
| Q1 2023 | $80,842 | -3.2% | 1,105 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $83,472 | +14.3% | 1,105 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $73,000 | -7.6% | 1,105 | 0.0% | 0.03% | -6.9% |
| Q2 2022 | $79,000 | -4.8% | 1,105 | +4.5% | 0.03% | +7.4% |
| Q1 2022 | $83,000 | -63.3% | 1,057 | -62.2% | 0.03% | -61.4% |
| Q4 2021 | $226,000 | -16.3% | 2,800 | -23.1% | 0.07% | -22.2% |
| Q3 2021 | $270,000 | -15.4% | 3,643 | -13.6% | 0.09% | -15.9% |
| Q2 2021 | $319,000 | +19.0% | 4,218 | +14.8% | 0.11% | +9.2% |
| Q1 2021 | $268,000 | +13.6% | 3,675 | 0.0% | 0.10% | +6.5% |
| Q4 2020 | $236,000 | – | 3,675 | – | 0.09% | – |
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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% |