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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $13,396,033 | +3.2% | 166,142 | -2.6% | 0.51% | -6.3% |
| Q4 2023 | $12,982,561 | +4.6% | 170,531 | -2.8% | 0.54% | -5.4% |
| Q3 2023 | $12,414,007 | -2.9% | 175,438 | -0.3% | 0.57% | -1.2% |
| Q2 2023 | $12,784,278 | +1.3% | 176,043 | +2.0% | 0.58% | -3.8% |
| Q1 2023 | $12,625,107 | +93920.8% | 172,568 | -2.9% | 0.60% | +0.2% |
| Q4 2022 | $13,428 | -99.9% | 177,755 | +1.1% | 0.60% | +8.5% |
| Q3 2022 | $11,684,000 | -2.8% | 175,896 | +4.8% | 0.55% | +5.3% |
| Q2 2022 | $12,021,000 | -27.2% | 167,820 | -19.8% | 0.53% | -9.0% |
| Q1 2022 | $16,513,000 | -18.2% | 209,310 | -16.2% | 0.58% | -11.2% |
| Q4 2021 | $20,178,000 | +4.4% | 249,643 | -4.1% | 0.65% | +66.9% |
| Q3 2021 | $19,325,000 | +6.4% | 260,320 | +8.4% | 0.39% | -43.0% |
| Q2 2021 | $18,167,000 | +6.6% | 240,248 | +2.8% | 0.68% | -1.7% |
| Q1 2021 | $17,046,000 | – | 233,761 | – | 0.70% | – |
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% |