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 | $354,897 | +1.3% | 4,564 | +5.0% | 0.23% | -0.4% |
| Q1 2024 | $350,418 | -2.7% | 4,346 | -8.1% | 0.23% | -14.2% |
| Q4 2023 | $360,171 | +7.4% | 4,731 | -0.2% | 0.27% | 0.0% |
| Q3 2023 | $335,402 | +6.3% | 4,740 | +9.1% | 0.27% | +8.5% |
| Q2 2023 | $315,461 | -8.8% | 4,344 | -8.1% | 0.25% | -15.4% |
| Q1 2023 | $345,827 | -8.9% | 4,727 | -6.0% | 0.29% | -17.7% |
| Q4 2022 | $379,815 | +14.4% | 5,028 | +0.5% | 0.36% | +8.6% |
| Q3 2022 | $332,000 | -3.2% | 5,002 | +4.5% | 0.33% | +4.5% |
| Q2 2022 | $343,000 | -11.4% | 4,787 | -2.5% | 0.31% | -0.9% |
| Q1 2022 | $387,000 | -9.8% | 4,911 | -7.5% | 0.32% | -11.2% |
| Q4 2021 | $429,000 | – | 5,308 | – | 0.36% | – |
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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% |