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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,210 | -4.2% | 226,063 | -10.9% | 1.33% | -10.7% |
| Q3 2023 | $17,958 | -1.8% | 253,785 | +0.8% | 1.49% | +48.6% |
| Q2 2023 | $18,289 | -97.7% | 251,851 | +2000.5% | 1.00% | +2686.1% |
| Q3 2022 | $796,000 | -22.4% | 11,990 | -16.3% | 0.04% | -7.7% |
| Q2 2022 | $1,026,000 | -10.1% | 14,321 | -1.0% | 0.04% | 0.0% |
| Q1 2022 | $1,141,000 | -1.7% | 14,460 | +0.7% | 0.04% | +21.9% |
| Q4 2021 | $1,161,000 | +387.8% | 14,358 | +171.4% | 0.03% | +113.3% |
| Q1 2020 | $238,000 | -44.0% | 5,290 | -34.0% | 0.02% | -6.2% |
| Q3 2018 | $425,000 | +26.5% | 8,014 | +17.0% | 0.02% | +60.0% |
| Q1 2018 | $336,000 | – | 6,852 | – | 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% |