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 | $30,053 | -1.0% | 386,478 | +2.7% | 0.76% | +0.8% |
| Q1 2024 | $30,345 | +7.9% | 376,344 | +1.9% | 0.76% | -1.9% |
| Q4 2023 | $28,118 | +14.8% | 369,339 | +6.7% | 0.77% | +3.8% |
| Q3 2023 | $24,502 | -0.6% | 346,274 | +2.0% | 0.74% | +3.1% |
| Q2 2023 | $24,644 | +2.5% | 339,351 | +3.3% | 0.72% | -1.0% |
| Q1 2023 | $24,037 | -1.7% | 328,559 | +1.5% | 0.73% | -0.1% |
| Q4 2022 | $24,453 | -99.9% | 323,705 | +4.6% | 0.73% | +5.7% |
| Q3 2022 | $20,558,000 | -6.2% | 309,467 | +1.1% | 0.69% | -1.6% |
| Q2 2022 | $21,923,000 | -7.2% | 306,058 | +2.3% | 0.70% | +0.6% |
| Q1 2022 | $23,613,000 | -2.0% | 299,309 | +0.4% | 0.70% | -1.1% |
| Q4 2021 | $24,099,000 | +20.5% | 298,147 | +10.7% | 0.70% | +10.2% |
| Q3 2021 | $19,991,000 | +6.3% | 269,282 | +8.2% | 0.64% | +8.7% |
| Q2 2021 | $18,814,000 | +10.2% | 248,797 | +6.3% | 0.59% | +8.9% |
| Q1 2021 | $17,070,000 | +26.7% | 234,097 | +11.4% | 0.54% | +16.9% |
| Q4 2020 | $13,474,000 | +24.7% | 210,071 | +7.5% | 0.46% | +10.3% |
| Q3 2020 | $10,806,000 | +19.5% | 195,412 | +11.8% | 0.42% | +13.2% |
| Q2 2020 | $9,046,000 | +25.1% | 174,806 | +8.7% | 0.37% | +10.1% |
| Q1 2020 | $7,233,000 | -10.7% | 160,801 | +15.0% | 0.34% | +13.1% |
| Q4 2019 | $8,098,000 | +24.9% | 139,818 | +18.2% | 0.30% | +19.8% |
| Q3 2019 | $6,482,000 | +15.6% | 118,336 | +12.0% | 0.25% | +11.2% |
| Q2 2019 | $5,609,000 | +40.7% | 105,685 | +38.6% | 0.22% | +32.7% |
| Q1 2019 | $3,987,000 | +25.1% | 76,270 | +12.4% | 0.17% | +12.8% |
| Q4 2018 | $3,188,000 | +28.5% | 67,880 | +45.0% | 0.15% | +41.9% |
| Q3 2018 | $2,481,000 | +40.8% | 46,807 | +31.0% | 0.10% | +28.0% |
| Q2 2018 | $1,762,000 | +100.2% | 35,744 | +99.1% | 0.08% | +95.2% |
| Q1 2018 | $880,000 | +319.0% | 17,952 | +337.6% | 0.04% | +320.0% |
| Q4 2017 | $210,000 | – | 4,102 | – | 0.01% | – |
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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% |