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 | $515,649 | -94.6% | 6,631 | -94.4% | 0.01% | -94.4% |
Q1 2024 | $9,567,925 | +1554.6% | 118,664 | +1462.2% | 0.25% | +1226.3% |
Q4 2023 | $578,257 | +140.6% | 7,596 | +123.7% | 0.02% | +111.1% |
Q3 2023 | $240,317 | -50.5% | 3,396 | -49.3% | 0.01% | -50.0% |
Q2 2023 | $485,964 | -22.1% | 6,692 | -21.8% | 0.02% | -50.0% |
Q1 2021 | $624,000 | +75.3% | 8,561 | +33.0% | 0.04% | +33.3% |
Q3 2020 | $356,000 | – | 6,437 | – | 0.03% | – |
Download |
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% |