SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,313 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,958 | -3.5% | 50,874 | +0.1% | 0.21% | -4.1% |
| Q1 2024 | $4,100 | -3.7% | 50,835 | -9.1% | 0.22% | -9.2% |
| Q4 2023 | $4,259 | +11.5% | 55,938 | +3.7% | 0.24% | +1.7% |
| Q3 2023 | $3,819 | -5.9% | 53,951 | -3.4% | 0.24% | -4.1% |
| Q2 2023 | $4,059 | -7.3% | 55,873 | -6.6% | 0.24% | -12.5% |
| Q1 2023 | $4,378 | -7.6% | 59,823 | -4.5% | 0.28% | -11.9% |
| Q4 2022 | $4,736 | -99.9% | 62,672 | +7.3% | 0.32% | +13.6% |
| Q3 2022 | $3,878,000 | -16.0% | 58,419 | -9.3% | 0.28% | -13.8% |
| Q2 2022 | $4,614,000 | -13.0% | 64,401 | -4.2% | 0.32% | -4.7% |
| Q1 2022 | $5,303,000 | -3.3% | 67,219 | -0.9% | 0.34% | +0.3% |
| Q4 2021 | $5,483,000 | +20.3% | 67,844 | +10.5% | 0.34% | +13.0% |
| Q3 2021 | $4,559,000 | -5.1% | 61,398 | -3.3% | 0.30% | -5.3% |
| Q2 2021 | $4,802,000 | +0.8% | 63,502 | -2.8% | 0.32% | -3.0% |
| Q1 2021 | $4,763,000 | +10.7% | 65,316 | -2.7% | 0.33% | +4.8% |
| Q4 2020 | $4,303,000 | +8.0% | 67,101 | -6.9% | 0.31% | -3.7% |
| Q3 2020 | $3,983,000 | +3.3% | 72,038 | -3.4% | 0.32% | -6.3% |
| Q2 2020 | $3,857,000 | +11.9% | 74,540 | -2.7% | 0.35% | -3.9% |
| Q1 2020 | $3,447,000 | -34.1% | 76,646 | -15.1% | 0.36% | -25.7% |
| Q4 2019 | $5,228,000 | +5.6% | 90,251 | -0.2% | 0.49% | -1.0% |
| Q3 2019 | $4,952,000 | +0.5% | 90,410 | -2.7% | 0.49% | -3.7% |
| Q2 2019 | $4,928,000 | +1.5% | 92,888 | +0.0% | 0.51% | -3.0% |
| Q1 2019 | $4,854,000 | +85.3% | 92,874 | +66.5% | 0.53% | +71.9% |
| Q4 2018 | $2,620,000 | +686.8% | 55,793 | +789.3% | 0.31% | +750.0% |
| Q3 2018 | $333,000 | – | 6,274 | – | 0.04% | – |
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% |