SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,975,728 | +36.7% | 25,142 | +40.3% | 0.06% | +36.2% |
| Q1 2024 | $1,445,293 | +4.1% | 17,925 | -1.7% | 0.05% | -2.1% |
| Q4 2023 | $1,388,231 | +7.6% | 18,235 | +0.0% | 0.05% | -2.0% |
| Q3 2023 | $1,289,755 | -1.6% | 18,227 | +1.0% | 0.05% | +2.1% |
| Q2 2023 | $1,310,150 | -0.3% | 18,041 | +0.5% | 0.05% | -9.4% |
| Q1 2023 | $1,313,893 | -0.4% | 17,959 | +2.9% | 0.05% | -5.4% |
| Q4 2022 | $1,318,639 | +6.9% | 17,456 | -6.0% | 0.06% | 0.0% |
| Q3 2022 | $1,234,000 | -7.4% | 18,570 | -0.1% | 0.06% | -8.2% |
| Q2 2022 | $1,332,000 | -1.8% | 18,590 | +8.1% | 0.06% | +15.1% |
| Q1 2022 | $1,357,000 | +3.8% | 17,204 | +6.4% | 0.05% | +15.2% |
| Q4 2021 | $1,307,000 | +43.3% | 16,173 | +31.7% | 0.05% | -8.0% |
| Q3 2021 | $912,000 | +1.6% | 12,278 | +3.4% | 0.05% | +2.0% |
| Q2 2021 | $898,000 | +49.2% | 11,874 | +43.9% | 0.05% | +32.4% |
| Q1 2021 | $602,000 | +56.4% | 8,253 | +37.3% | 0.04% | +48.0% |
| Q4 2020 | $385,000 | +327.8% | 6,010 | +269.4% | 0.02% | +257.1% |
| Q3 2020 | $90,000 | +7.1% | 1,627 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $84,000 | +15.1% | 1,627 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $73,000 | -22.3% | 1,627 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $94,000 | +5.6% | 1,627 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $89,000 | +3.5% | 1,627 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $86,000 | -74.6% | 1,627 | -78.7% | 0.01% | -77.8% |
| Q1 2017 | $339,000 | +4.0% | 7,636 | +2.0% | 0.04% | -2.7% |
| Q4 2016 | $326,000 | -89.7% | 7,486 | 0.0% | 0.04% | -9.8% |
| Q3 2016 | $3,167,000 | +921.6% | 7,486 | 0.0% | 0.04% | +10.8% |
| Q2 2016 | $310,000 | +3.3% | 7,486 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $300,000 | +3.8% | 7,486 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $289,000 | +7.8% | 7,486 | -0.5% | 0.04% | +5.7% |
| Q3 2015 | $268,000 | -9.5% | 7,527 | -2.6% | 0.04% | -2.8% |
| Q2 2015 | $296,000 | -3.0% | 7,727 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $305,000 | +18.7% | 7,727 | +19.6% | 0.04% | +16.1% |
| Q4 2014 | $257,000 | +3.2% | 6,460 | -0.2% | 0.03% | +3.3% |
| Q3 2014 | $249,000 | +6.4% | 6,470 | +5.8% | 0.03% | +7.1% |
| Q2 2014 | $234,000 | +4.0% | 6,113 | +0.3% | 0.03% | 0.0% |
| Q1 2014 | $225,000 | +6.6% | 6,094 | +6.0% | 0.03% | +3.7% |
| Q4 2013 | $211,000 | – | 5,748 | – | 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% |