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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $391,433 | -4.1% | 5,034 | -0.5% | 0.04% | -10.0% |
| Q1 2024 | $408,057 | -98.9% | 5,061 | -99.0% | 0.05% | -99.0% |
| Q4 2023 | $37,162,701 | +13147.7% | 488,148 | +12161.9% | 5.00% | +12387.5% |
| Q3 2023 | $280,521 | +7.8% | 3,981 | +11.1% | 0.04% | +11.1% |
| Q2 2023 | $260,134 | -15.8% | 3,582 | -15.2% | 0.04% | -25.0% |
| Q1 2023 | $308,956 | -4.9% | 4,223 | -1.8% | 0.05% | -7.7% |
| Q4 2022 | $324,914 | -71.7% | 4,301 | -75.1% | 0.05% | -75.0% |
| Q3 2022 | $1,148,000 | -13.6% | 17,274 | -6.9% | 0.21% | -9.6% |
| Q2 2022 | $1,329,000 | -94.1% | 18,548 | -93.5% | 0.23% | -92.5% |
| Q1 2022 | $22,537,000 | -2.5% | 285,672 | -0.1% | 3.08% | -2.7% |
| Q4 2021 | $23,120,000 | +5.3% | 286,036 | -3.3% | 3.17% | -3.6% |
| Q3 2021 | $21,961,000 | -6.5% | 295,815 | -4.8% | 3.29% | -7.9% |
| Q2 2021 | $23,498,000 | +142.3% | 310,735 | +133.7% | 3.57% | +115.9% |
| Q1 2021 | $9,696,000 | +3491.1% | 132,965 | +3061.3% | 1.65% | +3018.9% |
| Q4 2020 | $270,000 | -5.3% | 4,206 | -18.5% | 0.05% | -28.4% |
| Q3 2020 | $285,000 | – | 5,160 | – | 0.07% | – |
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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% |