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 | $758,092 | +7.3% | 9,749 | +11.3% | 0.11% | 0.0% |
| Q1 2024 | $706,407 | +9.2% | 8,761 | +3.1% | 0.11% | -3.4% |
| Q4 2023 | $646,653 | -17.2% | 8,494 | -23.1% | 0.12% | -21.3% |
| Q3 2023 | $781,169 | -2.9% | 11,040 | -0.3% | 0.15% | 0.0% |
| Q2 2023 | $804,285 | +12.0% | 11,075 | +12.9% | 0.15% | +0.7% |
| Q1 2023 | $717,888 | +93.0% | 9,813 | +75.5% | 0.15% | +58.5% |
| Q3 2022 | $372,000 | -6.5% | 5,593 | +0.6% | 0.09% | -7.8% |
| Q2 2022 | $398,000 | +20.6% | 5,562 | +32.9% | 0.10% | +36.0% |
| Q1 2022 | $330,000 | +48.6% | 4,185 | +52.1% | 0.08% | +53.1% |
| Q4 2021 | $222,000 | -1.8% | 2,751 | -9.5% | 0.05% | -12.5% |
| Q3 2021 | $226,000 | +29.9% | 3,040 | +31.9% | 0.06% | +27.3% |
| Q2 2021 | $174,000 | +141.7% | 2,305 | +130.5% | 0.04% | +109.5% |
| Q1 2021 | $72,000 | – | 1,000 | – | 0.02% | – |
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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% |