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 | $307,924 | -9.7% | 3,960 | -6.4% | 0.02% | -11.1% |
| Q1 2024 | $340,985 | -6.4% | 4,229 | -11.6% | 0.02% | -14.3% |
| Q4 2023 | $364,200 | +10.7% | 4,784 | +2.9% | 0.02% | +5.0% |
| Q3 2023 | $328,969 | -34.0% | 4,649 | -32.3% | 0.02% | -37.5% |
| Q2 2023 | $498,305 | -99.0% | 6,862 | -99.0% | 0.03% | -99.0% |
| Q1 2023 | $49,544,838 | +5.2% | 677,212 | +8.6% | 3.31% | +0.8% |
| Q4 2022 | $47,109,787 | +16.5% | 623,640 | +2.4% | 3.28% | -2.8% |
| Q3 2022 | $40,443,000 | +2258.2% | 608,800 | +2443.2% | 3.38% | +2150.7% |
| Q2 2022 | $1,715,000 | +13092.3% | 23,938 | +14148.8% | 0.15% | +14900.0% |
| Q1 2022 | $13,000 | -7.1% | 168 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 168 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | +9.1% | 166 | +18.6% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +83.3% | 140 | +77.2% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | -87.0% | 79 | -89.0% | 0.00% | -88.9% |
| Q4 2020 | $46,000 | +27.8% | 719 | +8.0% | 0.01% | +12.5% |
| Q3 2020 | $36,000 | -20.0% | 666 | -23.8% | 0.01% | -27.3% |
| Q2 2020 | $45,000 | -94.1% | 874 | -94.8% | 0.01% | -94.7% |
| Q1 2020 | $757,000 | – | 16,837 | – | 0.21% | – |
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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% |