SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,313 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,502,800 | +21.2% | 19,894 | +6.6% | 0.38% | +19.1% |
Q3 2022 | $1,240,000 | -16.6% | 18,668 | -10.0% | 0.32% | -17.7% |
Q2 2022 | $1,487,000 | +14.3% | 20,753 | +25.9% | 0.39% | +36.5% |
Q1 2022 | $1,301,000 | +0.9% | 16,486 | +3.3% | 0.28% | -1.4% |
Q4 2021 | $1,290,000 | +19.6% | 15,962 | +9.9% | 0.29% | +6.2% |
Q3 2021 | $1,079,000 | +1.0% | 14,528 | +2.8% | 0.27% | -2.5% |
Q2 2021 | $1,068,000 | +2.8% | 14,130 | -0.8% | 0.28% | -9.1% |
Q1 2021 | $1,039,000 | +21.1% | 14,250 | +6.5% | 0.31% | +7.0% |
Q4 2020 | $858,000 | +38.6% | 13,376 | +19.5% | 0.29% | +10.4% |
Q3 2020 | $619,000 | +6.2% | 11,197 | -0.7% | 0.26% | -2.6% |
Q2 2020 | $583,000 | +13.9% | 11,275 | -0.9% | 0.27% | -15.2% |
Q1 2020 | $512,000 | -29.7% | 11,382 | -9.4% | 0.32% | -5.7% |
Q4 2019 | $728,000 | +8.5% | 12,563 | +2.6% | 0.33% | -1.2% |
Q3 2019 | $671,000 | +4.7% | 12,248 | +1.4% | 0.34% | +18.6% |
Q2 2019 | $641,000 | +0.3% | 12,080 | -1.2% | 0.28% | -3.4% |
Q1 2019 | $639,000 | +7.4% | 12,222 | -3.5% | 0.30% | -6.3% |
Q4 2018 | $595,000 | +5.7% | 12,671 | +19.5% | 0.32% | +22.1% |
Q3 2018 | $563,000 | +6.2% | 10,601 | -1.4% | 0.26% | +11.2% |
Q2 2018 | $530,000 | +0.2% | 10,750 | +0.0% | 0.23% | -4.9% |
Q1 2018 | $529,000 | -6.7% | 10,749 | -5.4% | 0.24% | -10.9% |
Q4 2017 | $567,000 | +125.9% | 11,357 | +112.1% | 0.27% | +110.8% |
Q3 2017 | $251,000 | -23.7% | 5,355 | -26.5% | 0.13% | -25.7% |
Q2 2017 | $329,000 | +3.8% | 7,285 | +2.7% | 0.18% | +5.4% |
Q1 2017 | $317,000 | +17.4% | 7,096 | +13.5% | 0.17% | +4.4% |
Q4 2016 | $270,000 | – | 6,251 | – | 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% |