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 | $6,060,801 | +2.6% | 77,942 | +6.4% | 1.48% | -0.4% |
| Q1 2024 | $5,906,099 | +14.9% | 73,249 | +8.5% | 1.48% | +10.2% |
| Q4 2023 | $5,138,374 | +14.5% | 67,495 | +6.4% | 1.35% | +2.7% |
| Q3 2023 | $4,488,331 | +3.6% | 63,430 | +6.3% | 1.31% | +0.5% |
| Q2 2023 | $4,332,778 | +3.3% | 59,664 | +4.1% | 1.30% | -6.2% |
| Q1 2023 | $4,193,314 | +39.5% | 57,317 | +44.1% | 1.39% | +29.4% |
| Q4 2022 | $3,005,510 | +16.8% | 39,787 | +2.7% | 1.08% | +8.1% |
| Q3 2022 | $2,573,000 | +3.5% | 38,738 | +11.6% | 1.00% | +7.0% |
| Q2 2022 | $2,486,000 | +18.5% | 34,713 | +30.5% | 0.93% | +36.0% |
| Q1 2022 | $2,098,000 | +11.1% | 26,590 | +13.8% | 0.68% | +11.2% |
| Q4 2021 | $1,889,000 | +185.8% | 23,367 | +162.5% | 0.62% | +215.4% |
| Q3 2021 | $661,000 | – | 8,901 | – | 0.20% | – |
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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% |