SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,106 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,802,357 | +5.1% | 216,079 | +9.0% | 1.37% | +1.9% |
| Q1 2024 | $15,983,751 | +8.7% | 198,235 | +2.6% | 1.35% | -1.2% |
| Q4 2023 | $14,709,468 | -8.2% | 193,215 | -14.7% | 1.36% | -15.6% |
| Q3 2023 | $16,024,672 | +8.0% | 226,465 | +10.9% | 1.61% | +10.7% |
| Q2 2023 | $14,835,754 | +9.2% | 204,292 | +10.1% | 1.46% | +2.2% |
| Q1 2023 | $13,580,898 | +16.0% | 185,632 | +19.8% | 1.42% | +8.4% |
| Q4 2022 | $11,706,828 | +113.8% | 154,975 | +88.0% | 1.31% | +65.7% |
| Q3 2022 | $5,476,000 | +26.7% | 82,432 | +36.6% | 0.79% | +36.7% |
| Q2 2022 | $4,322,000 | -62.0% | 60,334 | -58.1% | 0.58% | -57.5% |
| Q1 2022 | $11,360,000 | +348.7% | 143,997 | +359.6% | 1.36% | +309.6% |
| Q4 2021 | $2,532,000 | +22.3% | 31,328 | +12.3% | 0.33% | +6.1% |
| Q3 2021 | $2,071,000 | +3.6% | 27,892 | +5.5% | 0.31% | -6.3% |
| Q2 2021 | $1,999,000 | +6.7% | 26,435 | +2.9% | 0.34% | -21.4% |
| Q1 2021 | $1,873,000 | +224.6% | 25,691 | +185.5% | 0.43% | +180.3% |
| Q4 2020 | $577,000 | +38.7% | 8,999 | +19.6% | 0.15% | +17.8% |
| Q3 2020 | $416,000 | +4.0% | 7,523 | -2.6% | 0.13% | -9.2% |
| Q2 2020 | $400,000 | +15.3% | 7,723 | 0.0% | 0.14% | -4.1% |
| Q1 2020 | $347,000 | +42.8% | 7,723 | +84.2% | 0.15% | +76.2% |
| Q4 2019 | $243,000 | – | 4,193 | – | 0.08% | – |
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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% |