SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 775 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.93 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,137,309 | +3.0% | 117,507 | +6.8% | 0.94% | -5.5% |
| Q1 2024 | $8,867,247 | +32.6% | 109,975 | +25.2% | 0.99% | +17.5% |
| Q4 2023 | $6,688,031 | +8.1% | 87,850 | +0.5% | 0.84% | -1.6% |
| Q3 2023 | $6,186,513 | +0.5% | 87,430 | +3.2% | 0.86% | -3.3% |
| Q2 2023 | $6,155,181 | +7.8% | 84,759 | +7.3% | 0.88% | -3.6% |
| Q1 2023 | $5,710,417 | +70.9% | 78,982 | +78.6% | 0.92% | +40.6% |
| Q4 2022 | $3,341,500 | +20.8% | 44,235 | +6.3% | 0.65% | +11.6% |
| Q3 2022 | $2,766,000 | -9.5% | 41,631 | -2.4% | 0.58% | -9.4% |
| Q2 2022 | $3,056,000 | +25.2% | 42,670 | +39.6% | 0.65% | +44.5% |
| Q1 2022 | $2,441,000 | +14.0% | 30,568 | +13.3% | 0.45% | +28.4% |
| Q4 2021 | $2,142,000 | +203.4% | 26,987 | +188.3% | 0.35% | +174.0% |
| Q3 2021 | $706,000 | 0.0% | 9,360 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $706,000 | +48.6% | 9,360 | +43.6% | 0.13% | +35.1% |
| Q1 2021 | $475,000 | +13.9% | 6,517 | +0.3% | 0.09% | +9.3% |
| Q4 2020 | $417,000 | – | 6,499 | – | 0.09% | – |
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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% |