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 | $11,252,650 | -18.9% | 144,710 | -15.9% | 0.00% | 0.0% |
| Q1 2024 | $13,880,616 | +9.3% | 172,152 | +3.2% | 0.00% | 0.0% |
| Q4 2023 | $12,696,124 | -10.1% | 166,769 | -16.5% | 0.00% | -33.3% |
| Q3 2023 | $14,126,314 | +17.6% | 199,637 | +20.7% | 0.00% | 0.0% |
| Q2 2023 | $12,010,622 | -47.2% | 165,390 | -46.8% | 0.00% | -40.0% |
| Q1 2023 | $22,749,175 | +101.6% | 310,951 | +108.1% | 0.01% | +66.7% |
| Q4 2022 | $11,287,111 | +65844.8% | 149,419 | -42.0% | 0.00% | -25.0% |
| Q3 2022 | $17,116 | +62.5% | 257,654 | +75.2% | 0.00% | +33.3% |
| Q2 2022 | $10,535 | -99.9% | 147,072 | -9.5% | 0.00% | 0.0% |
| Q1 2022 | $12,817,000 | +142.8% | 162,465 | +148.8% | 0.00% | +200.0% |
| Q4 2021 | $5,278,000 | +173.3% | 65,295 | +151.0% | 0.00% | – |
| Q3 2021 | $1,931,000 | +139.9% | 26,010 | +144.5% | 0.00% | – |
| Q2 2021 | $805,000 | +8.2% | 10,640 | +4.3% | 0.00% | – |
| Q1 2021 | $744,000 | -65.6% | 10,201 | -69.8% | 0.00% | -100.0% |
| Q4 2020 | $2,164,000 | +23.2% | 33,735 | +11.3% | 0.00% | – |
| Q4 2019 | $1,756,000 | -38.7% | 30,320 | -42.0% | 0.00% | -100.0% |
| Q3 2019 | $2,865,000 | +180.1% | 52,303 | +171.3% | 0.00% | – |
| Q2 2019 | $1,023,000 | -95.5% | 19,279 | -95.6% | 0.00% | -100.0% |
| Q1 2019 | $22,931,000 | +62.0% | 438,618 | +45.5% | 0.01% | +40.0% |
| Q4 2018 | $14,156,000 | +5201.9% | 301,379 | +5464.6% | 0.01% | – |
| Q2 2018 | $267,000 | -87.8% | 5,416 | -89.2% | 0.00% | -100.0% |
| Q4 2016 | $2,183,000 | +341.0% | 50,100 | +328.2% | 0.00% | – |
| Q3 2016 | $495,000 | -64.2% | 11,701 | -66.0% | 0.00% | – |
| Q1 2016 | $1,381,000 | -31.1% | 34,447 | -33.7% | 0.00% | -100.0% |
| Q4 2015 | $2,004,000 | -83.4% | 51,958 | -84.6% | 0.00% | -75.0% |
| Q3 2015 | $12,108,000 | +45.9% | 336,803 | +55.4% | 0.00% | +33.3% |
| Q2 2015 | $8,297,000 | +1204.6% | 216,688 | +1256.9% | 0.00% | – |
| Q4 2014 | $636,000 | -84.6% | 15,969 | -85.1% | 0.00% | -100.0% |
| Q3 2014 | $4,136,000 | +1078.3% | 107,250 | +1068.6% | 0.00% | – |
| Q2 2014 | $351,000 | -98.1% | 9,178 | -98.2% | 0.00% | -100.0% |
| Q1 2014 | $18,683,000 | +268.3% | 506,995 | +266.4% | 0.01% | +200.0% |
| Q4 2013 | $5,073,000 | +312.4% | 138,384 | +278.5% | 0.00% | – |
| Q3 2013 | $1,230,000 | -85.5% | 36,559 | -85.9% | 0.00% | -100.0% |
| Q2 2013 | $8,460,000 | +488.7% | 258,719 | +399.6% | 0.00% | +200.0% |
| Q2 2012 | $1,437,000 | – | 51,782 | – | 0.00% | – |
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% |