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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $17 | -5.6% | 223 | -1.3% | 0.01% | 0.0% |
Q1 2024 | $18 | 0.0% | 226 | -4.2% | 0.01% | -8.3% |
Q4 2023 | $18 | +157.1% | 236 | +131.4% | 0.01% | +140.0% |
Q3 2023 | $7 | +40.0% | 102 | +47.8% | 0.01% | +25.0% |
Q2 2023 | $5 | -37.5% | 69 | -40.0% | 0.00% | -42.9% |
Q1 2023 | $8 | -50.0% | 115 | -48.2% | 0.01% | 0.0% |
Q4 2022 | $16 | – | 222 | – | 0.01% | – |
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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% |