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 | $601,526 | +46.8% | 7,736 | +52.2% | 0.45% | +52.9% |
| Q1 2024 | $409,736 | +33.0% | 5,082 | +25.5% | 0.29% | +14.5% |
| Q4 2023 | $308,163 | +5.5% | 4,048 | -1.9% | 0.26% | -4.5% |
| Q3 2023 | $292,011 | -4.0% | 4,127 | -1.5% | 0.27% | +2.7% |
| Q2 2023 | $304,192 | +161.5% | 4,189 | +163.5% | 0.26% | +117.5% |
| Q1 2023 | $116,314 | +31.0% | 1,590 | +35.3% | 0.12% | +50.0% |
| Q4 2022 | $88,759 | +0.9% | 1,175 | -11.3% | 0.08% | -3.6% |
| Q3 2022 | $88,000 | -7.4% | 1,324 | +0.2% | 0.08% | +1.2% |
| Q2 2022 | $95,000 | -10.4% | 1,322 | -1.9% | 0.08% | +12.3% |
| Q1 2022 | $106,000 | -28.4% | 1,347 | -26.6% | 0.07% | -18.9% |
| Q4 2021 | $148,000 | +16.5% | 1,836 | +7.4% | 0.09% | +11.1% |
| Q3 2021 | $127,000 | +54.9% | 1,709 | +57.8% | 0.08% | +50.0% |
| Q2 2021 | $82,000 | +13.9% | 1,083 | +10.3% | 0.05% | +8.0% |
| Q1 2021 | $72,000 | +350.0% | 982 | +292.8% | 0.05% | +316.7% |
| Q4 2020 | $16,000 | +166.7% | 250 | +150.0% | 0.01% | +140.0% |
| Q3 2020 | $6,000 | – | 100 | – | 0.01% | – |
Download | ||||||
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% |