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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $307,171 | +6.8% | 4,033 | -0.7% | 0.01% | 0.0% |
| Q3 2023 | $287,581 | -2.3% | 4,062 | +0.3% | 0.01% | -14.3% |
| Q2 2023 | $294,271 | -16.7% | 4,050 | -16.0% | 0.01% | -22.2% |
| Q1 2023 | $353,148 | +2.2% | 4,824 | +5.6% | 0.01% | +12.5% |
| Q4 2022 | $345,449 | +47.6% | 4,570 | +29.9% | 0.01% | +60.0% |
| Q3 2022 | $234,000 | -34.8% | 3,518 | -29.8% | 0.01% | -37.5% |
| Q2 2022 | $359,000 | +27.3% | 5,014 | +43.5% | 0.01% | -11.1% |
| Q1 2022 | $282,000 | – | 3,493 | – | 0.01% | – |
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% |