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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,564,132 | -16.3% | 97,275 | -13.2% | 0.24% | -22.0% |
| Q1 2024 | $9,037,972 | +13.3% | 112,092 | +7.3% | 0.30% | +2.7% |
| Q4 2023 | $7,977,969 | +89.5% | 104,465 | +75.6% | 0.30% | +49.2% |
| Q3 2023 | $4,209,568 | +2.2% | 59,491 | +4.8% | 0.20% | -7.0% |
| Q2 2023 | $4,120,800 | +6.2% | 56,745 | +7.0% | 0.21% | -5.7% |
| Q1 2023 | $3,880,304 | +24.6% | 53,039 | +28.7% | 0.23% | +6.6% |
| Q4 2022 | $3,113,832 | +56.8% | 41,221 | +37.9% | 0.21% | +41.1% |
| Q3 2022 | $1,986,000 | +5.4% | 29,894 | +13.7% | 0.15% | +4.1% |
| Q2 2022 | $1,884,000 | -19.7% | 26,301 | -11.5% | 0.14% | -11.0% |
| Q1 2022 | $2,345,000 | -2.6% | 29,724 | -0.2% | 0.16% | -5.2% |
| Q4 2021 | $2,407,000 | +17.3% | 29,774 | +7.7% | 0.17% | +11.7% |
| Q3 2021 | $2,052,000 | +8.1% | 27,645 | +10.1% | 0.15% | +2.7% |
| Q2 2021 | $1,899,000 | +35.3% | 25,108 | +30.4% | 0.15% | +15.4% |
| Q1 2021 | $1,404,000 | +44.6% | 19,248 | +27.2% | 0.13% | +42.9% |
| Q4 2020 | $971,000 | +71.9% | 15,133 | +48.0% | 0.09% | +42.2% |
| Q3 2020 | $565,000 | – | 10,224 | – | 0.06% | – |
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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% |