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 | $4,069,939 | -0.7% | 52,340 | +3.0% | 0.30% | -5.3% |
| Q1 2024 | $4,098,377 | -27.7% | 50,829 | -31.8% | 0.32% | -22.0% |
| Q4 2023 | $5,669,868 | +32.7% | 74,476 | +23.3% | 0.41% | +13.3% |
| Q3 2023 | $4,273,870 | +15.8% | 60,399 | +18.8% | 0.36% | +14.6% |
| Q2 2023 | $3,691,145 | +10.4% | 50,828 | +11.2% | 0.32% | +1.3% |
| Q1 2023 | $3,342,688 | +3.0% | 45,690 | +6.4% | 0.31% | -6.3% |
| Q4 2022 | $3,245,244 | -27.9% | 42,960 | -35.2% | 0.33% | +28.7% |
| Q3 2022 | $4,502,000 | +7.4% | 66,251 | +13.5% | 0.26% | +7.1% |
| Q2 2022 | $4,191,000 | +4.0% | 58,388 | +14.4% | 0.24% | +23.6% |
| Q1 2022 | $4,028,000 | +145.0% | 51,051 | +150.8% | 0.20% | +20.4% |
| Q4 2021 | $1,644,000 | -18.5% | 20,357 | -23.5% | 0.16% | -21.7% |
| Q2 2021 | $2,017,000 | +4.9% | 26,598 | +0.9% | 0.21% | -19.8% |
| Q1 2021 | $1,922,000 | +19.2% | 26,355 | +4.8% | 0.26% | +8.9% |
| Q4 2020 | $1,613,000 | +22.5% | 25,145 | +5.6% | 0.24% | +10.2% |
| Q3 2020 | $1,317,000 | +11.5% | 23,820 | +5.0% | 0.22% | +0.5% |
| Q2 2020 | $1,181,000 | +16.4% | 22,695 | +0.3% | 0.21% | -8.2% |
| Q1 2020 | $1,015,000 | -15.4% | 22,631 | +9.3% | 0.23% | +28.0% |
| Q4 2019 | $1,200,000 | +1.7% | 20,714 | -3.9% | 0.18% | -26.0% |
| Q3 2019 | $1,180,000 | +21.9% | 21,562 | +18.1% | 0.25% | +93.7% |
| Q2 2019 | $968,000 | -4.1% | 18,264 | -5.8% | 0.13% | -43.6% |
| Q1 2019 | $1,009,000 | +18.0% | 19,384 | +6.4% | 0.22% | -2.2% |
| Q4 2018 | $855,000 | – | 18,219 | – | 0.23% | – |
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% |