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 | $2,747,272 | -3.6% | 35,330 | 0.0% | 0.61% | -10.6% |
| Q1 2024 | $2,848,670 | +5.0% | 35,330 | -0.8% | 0.68% | -0.6% |
| Q4 2023 | $2,712,142 | +16.7% | 35,625 | +8.4% | 0.68% | +3.3% |
| Q3 2023 | $2,324,830 | -4.9% | 32,855 | -2.4% | 0.66% | -7.6% |
| Q2 2023 | $2,444,327 | +322.4% | 33,659 | +325.5% | 0.71% | +327.5% |
| Q1 2023 | $578,706 | +2314724.0% | 7,910 | +2275.4% | 0.17% | +1987.5% |
| Q4 2022 | $25 | -99.9% | 333 | +25.7% | 0.01% | +33.3% |
| Q3 2022 | $18,000 | -5.3% | 265 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 265 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | 0.0% | 265 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 265 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $20,000 | -72.6% | 265 | -72.5% | 0.01% | -72.7% |
| Q2 2021 | $73,000 | – | 965 | – | 0.02% | – |
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% |