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 | $1,198,968 | +7814.0% | 14,870 | +7372.4% | 0.03% | – |
Q4 2023 | $15,150 | -98.5% | 199 | -98.6% | 0.00% | -100.0% |
Q3 2023 | $990,286 | +5881.1% | 13,995 | +6038.2% | 0.03% | +3000.0% |
Q2 2023 | $16,557 | +4178.3% | 228 | -95.7% | 0.00% | -91.7% |
Q1 2023 | $387 | +272.1% | 5,300 | +283.5% | 0.01% | +200.0% |
Q4 2022 | $104 | -100.0% | 1,382 | -71.3% | 0.00% | -50.0% |
Q2 2022 | $345,000 | -31.1% | 4,811 | -24.3% | 0.01% | +60.0% |
Q1 2022 | $501,000 | -51.8% | 6,355 | -54.6% | 0.01% | -81.5% |
Q3 2021 | $1,039,000 | -43.0% | 13,997 | -41.9% | 0.03% | -42.6% |
Q2 2021 | $1,824,000 | +64.3% | 24,108 | +58.3% | 0.05% | +147.4% |
Q1 2021 | $1,110,000 | +55400.0% | 15,231 | +41064.9% | 0.02% | – |
Q4 2020 | $2,000 | -99.9% | 37 | -99.9% | 0.00% | -100.0% |
Q3 2020 | $1,536,000 | +21.4% | 27,781 | +13.6% | 0.02% | -67.3% |
Q2 2020 | $1,265,000 | -22.4% | 24,450 | -32.6% | 0.05% | -47.5% |
Q1 2020 | $1,631,000 | +10093.8% | 36,262 | +12713.4% | 0.10% | +9800.0% |
Q4 2019 | $16,000 | +220.0% | 283 | +191.8% | 0.00% | – |
Q2 2019 | $5,000 | -99.5% | 97 | -99.5% | 0.00% | -100.0% |
Q1 2019 | $1,011,000 | -45.6% | 19,334 | -51.1% | 0.06% | -54.5% |
Q4 2018 | $1,857,000 | +129.3% | 39,527 | +158.6% | 0.13% | +127.1% |
Q3 2018 | $810,000 | -37.0% | 15,285 | -41.7% | 0.06% | -46.4% |
Q1 2018 | $1,285,000 | +0.8% | 26,203 | +5.2% | 0.11% | -32.9% |
Q4 2017 | $1,275,000 | -64.4% | 24,912 | -67.4% | 0.16% | -44.6% |
Q3 2017 | $3,580,000 | +1416.9% | 76,487 | +1344.5% | 0.30% | +1133.3% |
Q1 2017 | $236,000 | -84.2% | 5,295 | -84.6% | 0.02% | -85.3% |
Q4 2016 | $1,498,000 | -17.2% | 34,386 | -19.6% | 0.16% | -9.4% |
Q3 2016 | $1,810,000 | -7.3% | 42,789 | -9.2% | 0.18% | -3.2% |
Q2 2016 | $1,952,000 | +316.2% | 47,114 | +286.8% | 0.19% | +144.7% |
Q4 2015 | $469,000 | +501.3% | 12,180 | +462.3% | 0.08% | +850.0% |
Q3 2015 | $78,000 | -94.7% | 2,166 | -94.4% | 0.01% | -93.9% |
Q2 2015 | $1,484,000 | +1932.9% | 38,749 | +1991.1% | 0.13% | +1366.7% |
Q1 2015 | $73,000 | -95.2% | 1,853 | -95.1% | 0.01% | -93.8% |
Q4 2014 | $1,506,000 | +2688.9% | 37,789 | +2606.9% | 0.15% | +2333.3% |
Q3 2014 | $54,000 | -94.6% | 1,396 | -94.7% | 0.01% | -95.4% |
Q2 2014 | $1,009,000 | – | 26,357 | – | 0.13% | – |
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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% |