SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,106 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,088,058 | -2.5% | 26,571 | 0.0% | 0.25% | -6.3% |
| Q1 2024 | $2,142,420 | +4.0% | 26,571 | -1.8% | 0.27% | +2.3% |
| Q4 2023 | $2,059,773 | -7.2% | 27,056 | -13.7% | 0.26% | -25.8% |
| Q3 2023 | $2,218,751 | -2.6% | 31,356 | 0.0% | 0.36% | +5.6% |
| Q2 2023 | $2,277,073 | +43.3% | 31,356 | +44.4% | 0.34% | +15.4% |
| Q1 2023 | $1,588,743 | +21.9% | 21,716 | +25.9% | 0.29% | +23.1% |
| Q4 2022 | $1,303,065 | +144.5% | 17,250 | +114.9% | 0.24% | +101.7% |
| Q3 2022 | $533,000 | -7.3% | 8,026 | 0.0% | 0.12% | -2.5% |
| Q2 2022 | $575,000 | +147.8% | 8,026 | +179.7% | 0.12% | +42.4% |
| Q4 2021 | $232,000 | – | 2,869 | – | 0.08% | – |
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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% |