SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,491 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,428,176 | -13.5% | 18,366 | -10.3% | 0.87% | -15.5% |
| Q1 2024 | $1,650,758 | +9.4% | 20,473 | +3.3% | 1.03% | -2.6% |
| Q4 2023 | $1,508,916 | +1.2% | 19,820 | -6.0% | 1.06% | -0.7% |
| Q3 2023 | $1,491,297 | -2.1% | 21,075 | +0.4% | 1.07% | +0.9% |
| Q2 2023 | $1,523,667 | +7.9% | 20,981 | +8.7% | 1.06% | +3.8% |
| Q1 2023 | $1,412,111 | +5.0% | 19,302 | +8.4% | 1.02% | +1.1% |
| Q4 2022 | $1,345,166 | +1.7% | 17,807 | -10.6% | 1.01% | -7.8% |
| Q3 2022 | $1,323,000 | +5.3% | 19,910 | +13.5% | 1.09% | -5.4% |
| Q2 2022 | $1,257,000 | -66.8% | 17,547 | -63.4% | 1.16% | +35.6% |
| Q1 2022 | $3,783,000 | +56.8% | 47,955 | +60.7% | 0.85% | +26.4% |
| Q4 2021 | $2,413,000 | +11.1% | 29,850 | +2.1% | 0.67% | -2.0% |
| Q3 2021 | $2,172,000 | +101.3% | 29,250 | +104.9% | 0.69% | -14.0% |
| Q2 2021 | $1,079,000 | +21.1% | 14,272 | +16.8% | 0.80% | +9.6% |
| Q1 2021 | $891,000 | +30.1% | 12,214 | +14.3% | 0.73% | +20.3% |
| Q4 2020 | $685,000 | – | 10,687 | – | 0.61% | – |
Download | ||||||
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% |