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 | $897,213 | +1.4% | 11,538 | +5.1% | 0.53% | -0.9% |
| Q1 2024 | $885,222 | +13.0% | 10,979 | +6.7% | 0.53% | +1.3% |
| Q4 2023 | $783,454 | +8.6% | 10,289 | +0.9% | 0.53% | 0.0% |
| Q3 2023 | $721,510 | +11.5% | 10,197 | +14.4% | 0.53% | +12.4% |
| Q2 2023 | $647,163 | +0.4% | 8,912 | +1.1% | 0.47% | -6.0% |
| Q1 2023 | $644,674 | +81.6% | 8,812 | +65.0% | 0.50% | +71.5% |
| Q3 2022 | $355,000 | +6.6% | 5,340 | +14.9% | 0.29% | +16.4% |
| Q2 2022 | $333,000 | +21.1% | 4,648 | +33.4% | 0.25% | +52.4% |
| Q1 2022 | $275,000 | – | 3,483 | – | 0.16% | – |
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% |