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 | $19,567,256 | +92.2% | 251,636 | +99.3% | 1.33% | -9.7% |
| Q1 2024 | $10,181,655 | +3.1% | 126,276 | -2.6% | 1.47% | -4.5% |
| Q4 2023 | $9,873,640 | +6.7% | 129,694 | -0.9% | 1.54% | +1.4% |
| Q3 2023 | $9,255,878 | -3.5% | 130,807 | -1.0% | 1.52% | -1.2% |
| Q2 2023 | $9,590,940 | -1.1% | 132,070 | -0.3% | 1.54% | -10.1% |
| Q1 2023 | $9,695,902 | -3.8% | 132,530 | -0.6% | 1.71% | -10.5% |
| Q4 2022 | $10,075,366 | +14.6% | 133,378 | +0.8% | 1.91% | +1.5% |
| Q3 2022 | $8,791,000 | -9.1% | 132,335 | -2.0% | 1.88% | -17.0% |
| Q2 2022 | $9,672,000 | -9.0% | 135,027 | +0.2% | 2.27% | +2.5% |
| Q1 2022 | $10,626,000 | -4.8% | 134,693 | -2.4% | 2.22% | -1.2% |
| Q4 2021 | $11,160,000 | +9.3% | 138,071 | +0.4% | 2.24% | -1.4% |
| Q3 2021 | $10,210,000 | -2.2% | 137,533 | -0.4% | 2.27% | -3.2% |
| Q2 2021 | $10,437,000 | +3.9% | 138,021 | +0.1% | 2.35% | -5.2% |
| Q1 2021 | $10,050,000 | +13.5% | 137,817 | -0.2% | 2.48% | +6.9% |
| Q4 2020 | $8,858,000 | +15.7% | 138,102 | +0.1% | 2.32% | -1.2% |
| Q3 2020 | $7,653,000 | +1.2% | 137,945 | -6.5% | 2.34% | -12.2% |
| Q2 2020 | $7,564,000 | +16.8% | 147,565 | +2.5% | 2.67% | +3.2% |
| Q1 2020 | $6,474,000 | – | 143,925 | – | 2.59% | – |
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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% |