SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 526 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,800,341 | -0.2% | 61,086 | +2.4% | 0.44% | -5.1% |
| Q1 2024 | $4,807,645 | -4.7% | 59,626 | -10.0% | 0.47% | -10.5% |
| Q4 2023 | $5,045,972 | -26.0% | 66,281 | -31.2% | 0.52% | -31.5% |
| Q3 2023 | $6,819,565 | -11.7% | 96,376 | -9.4% | 0.76% | -9.4% |
| Q2 2023 | $7,723,500 | -19.1% | 106,355 | -18.5% | 0.84% | -23.2% |
| Q1 2023 | $9,551,550 | -1.7% | 130,557 | +1.5% | 1.10% | -14.2% |
| Q4 2022 | $9,712,555 | +14.7% | 128,575 | +0.8% | 1.28% | +4.3% |
| Q3 2022 | $8,470,000 | +0.7% | 127,498 | +8.6% | 1.22% | +6.0% |
| Q2 2022 | $8,411,000 | +38.6% | 117,428 | +56.4% | 1.15% | +75.1% |
| Q4 2021 | $6,068,000 | +69.4% | 75,066 | +55.6% | 0.66% | +34.2% |
| Q3 2021 | $3,581,000 | +116.1% | 48,233 | +55.6% | 0.49% | +10.3% |
| Q2 2019 | $1,657,000 | +15.4% | 30,993 | +14.4% | 0.44% | -10.3% |
| Q3 2018 | $1,436,000 | – | 27,096 | – | 0.50% | – |
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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% |