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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,420,868 | -6.7% | 95,433 | -3.3% | 0.26% | +81.9% |
| Q1 2024 | $7,955,994 | +8.1% | 98,673 | +2.7% | 0.14% | -40.7% |
| Q4 2023 | $7,357,459 | +14.6% | 96,063 | +5.8% | 0.24% | -0.4% |
| Q3 2023 | $6,422,446 | +1.2% | 90,764 | +3.9% | 0.24% | +4.3% |
| Q2 2023 | $6,346,589 | +9.2% | 87,395 | +10.0% | 0.23% | +3.5% |
| Q1 2023 | $5,814,379 | +160918.5% | 79,475 | +66.2% | 0.23% | +11.3% |
| Q4 2022 | $3,611 | -99.8% | 47,808 | +38.4% | 0.20% | +46.0% |
| Q3 2022 | $2,295,000 | +0.9% | 34,545 | +8.8% | 0.14% | +47.9% |
| Q2 2022 | $2,275,000 | +9.1% | 31,764 | +20.1% | 0.09% | +67.9% |
| Q1 2022 | $2,086,000 | -69.9% | 26,437 | -69.2% | 0.06% | -63.6% |
| Q4 2021 | $6,936,000 | +561.8% | 85,807 | +507.7% | 0.15% | +450.0% |
| Q3 2021 | $1,048,000 | -6.3% | 14,120 | -4.5% | 0.03% | -6.7% |
| Q2 2021 | $1,118,000 | -79.5% | 14,787 | -80.1% | 0.03% | -79.3% |
| Q1 2021 | $5,465,000 | – | 74,360 | – | 0.14% | – |
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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% |