SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 1.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $861,868 | -7.5% | 11,084 | -4.1% | 0.02% | -7.7% |
| Q1 2024 | $931,977 | +39.3% | 11,559 | +31.5% | 0.03% | +30.0% |
| Q4 2023 | $668,948 | +7.6% | 8,787 | 0.0% | 0.02% | -4.8% |
| Q3 2023 | $621,762 | -4.3% | 8,787 | -1.8% | 0.02% | -8.7% |
| Q2 2023 | $649,652 | -1.2% | 8,946 | -0.5% | 0.02% | -4.2% |
| Q1 2023 | $657,702 | -3.1% | 8,990 | +0.1% | 0.02% | -7.7% |
| Q4 2022 | $678,569 | +8.9% | 8,983 | -4.2% | 0.03% | 0.0% |
| Q3 2022 | $623,000 | -7.3% | 9,380 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $672,000 | -4.1% | 9,380 | +5.6% | 0.03% | +8.3% |
| Q1 2022 | $701,000 | -2.4% | 8,880 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $718,000 | +200.4% | 8,880 | +176.0% | 0.02% | +187.5% |
| Q3 2021 | $239,000 | +12.2% | 3,217 | +14.0% | 0.01% | +14.3% |
| Q2 2021 | $213,000 | +3.4% | 2,822 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $206,000 | +1.5% | 2,822 | -11.0% | 0.01% | -11.1% |
| Q4 2020 | $203,000 | -58.2% | 3,170 | -62.2% | 0.01% | -66.7% |
| Q4 2019 | $486,000 | +5.7% | 8,393 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $460,000 | +3.4% | 8,393 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $445,000 | +2.5% | 8,393 | +1.2% | 0.03% | 0.0% |
| Q1 2019 | $434,000 | – | 8,293 | – | 0.03% | – |
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% |