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 | $27,543,921 | +5.3% | 354,217 | +9.2% | 21.53% | +0.2% |
| Q1 2024 | $26,146,666 | +15.5% | 324,280 | +9.0% | 21.48% | -8.3% |
| Q4 2023 | $22,646,730 | +0.5% | 297,474 | -6.6% | 23.42% | +7.0% |
| Q3 2023 | $22,528,836 | +9.0% | 318,384 | +11.9% | 21.89% | +7.3% |
| Q2 2023 | $20,662,113 | +6.6% | 284,524 | +7.4% | 20.41% | +2.1% |
| Q1 2023 | $19,389,476 | 0.0% | 265,028 | 0.0% | 19.98% | 0.0% |
| Q4 2022 | $19,389,476 | +5.9% | 265,028 | -3.8% | 19.98% | +16.8% |
| Q3 2022 | $18,308,119 | -7.9% | 275,600 | -0.7% | 17.11% | -11.6% |
| Q2 2022 | $19,876,828 | -6.6% | 277,493 | +2.9% | 19.35% | -1.0% |
| Q1 2022 | $21,279,358 | – | 269,735 | – | 19.54% | – |
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% |