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 | $245,256 | -3.6% | 3,154 | 0.0% | 0.02% | -5.6% |
| Q1 2024 | $254,308 | +5.9% | 3,154 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $240,115 | +7.6% | 3,154 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $223,178 | -2.6% | 3,154 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $229,044 | +0.2% | 3,154 | +0.9% | 0.02% | -10.0% |
| Q1 2023 | $228,625 | -1.5% | 3,125 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $232,134 | +6.5% | 3,073 | +11.2% | 0.02% | +5.3% |
| Q1 2022 | $218,000 | -2.2% | 2,764 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $223,000 | +8.8% | 2,764 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $205,000 | -1.9% | 2,766 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $209,000 | – | 2,766 | – | 0.02% | – |
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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% |