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 | $9,321,951 | -13.9% | 119,775 | -10.8% | 0.03% | -18.8% |
| Q1 2024 | $10,832,523 | +16.2% | 134,347 | +9.7% | 0.03% | +3.2% |
| Q4 2023 | $9,322,824 | +48.8% | 122,458 | +38.3% | 0.03% | +29.2% |
| Q3 2023 | $6,266,347 | -0.4% | 88,557 | +1.1% | 0.02% | 0.0% |
| Q2 2023 | $6,294,353 | +63841.0% | 87,552 | -34.9% | 0.02% | -42.9% |
| Q1 2023 | $9,844 | +1.3% | 134,559 | +4.6% | 0.04% | -14.3% |
| Q4 2022 | $9,713 | -99.9% | 128,596 | +5.4% | 0.05% | +16.7% |
| Q3 2022 | $8,105,000 | +6.7% | 122,022 | +15.0% | 0.04% | +5.0% |
| Q2 2022 | $7,596,000 | +101.1% | 106,064 | +121.4% | 0.04% | +122.2% |
| Q1 2022 | $3,778,000 | +54.8% | 47,901 | +58.6% | 0.02% | +63.6% |
| Q4 2021 | $2,441,000 | +49.4% | 30,211 | +37.2% | 0.01% | +22.2% |
| Q3 2021 | $1,634,000 | +176.5% | 22,019 | +181.1% | 0.01% | +200.0% |
| Q2 2021 | $591,000 | +556.7% | 7,833 | +534.8% | 0.00% | +200.0% |
| Q1 2021 | $90,000 | +462.5% | 1,234 | +376.4% | 0.00% | – |
| Q4 2020 | $16,000 | +14.3% | 259 | +0.8% | 0.00% | – |
| Q3 2020 | $14,000 | +7.7% | 257 | +0.8% | 0.00% | – |
| Q2 2020 | $13,000 | +18.2% | 255 | +1.2% | 0.00% | – |
| Q1 2020 | $11,000 | – | 252 | – | 0.00% | – |
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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% |