SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,492 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,584,674 | -3.3% | 290,440 | +0.2% | 9.70% | -3.9% |
| Q1 2024 | $23,364,723 | +11.0% | 289,777 | +4.8% | 10.10% | +2.0% |
| Q4 2023 | $21,057,665 | +7.5% | 276,601 | -0.1% | 9.90% | +4.6% |
| Q3 2023 | $19,584,951 | +4.7% | 276,780 | +7.4% | 9.46% | -13.0% |
| Q2 2023 | $18,712,373 | +10.1% | 257,675 | +10.9% | 10.88% | +4.1% |
| Q1 2023 | $16,994,662 | +0.1% | 232,294 | +3.3% | 10.46% | -5.1% |
| Q4 2022 | $16,982,957 | +16.5% | 224,820 | +2.4% | 11.02% | +13.6% |
| Q3 2022 | $14,581,000 | -3.3% | 219,506 | +4.2% | 9.70% | +4.5% |
| Q2 2022 | $15,085,000 | -2.6% | 210,600 | +7.3% | 9.28% | -13.3% |
| Q1 2022 | $15,481,000 | +0.4% | 196,239 | +2.8% | 10.70% | +7.7% |
| Q4 2021 | $15,423,000 | – | 190,803 | – | 9.93% | – |
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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% |