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 | $360,593 | -4.5% | 4,637 | -1.0% | 0.15% | -5.2% |
| Q1 2024 | $377,530 | +6.7% | 4,682 | +0.8% | 0.15% | +2.0% |
| Q4 2023 | $353,738 | -2.8% | 4,647 | -9.7% | 0.15% | -15.2% |
| Q3 2023 | $364,049 | -8.9% | 5,145 | -6.5% | 0.18% | -2.7% |
| Q2 2023 | $399,559 | -11.1% | 5,502 | -10.5% | 0.18% | -12.0% |
| Q1 2023 | $449,565 | -7.3% | 6,145 | -4.3% | 0.21% | -16.8% |
| Q4 2022 | $484,892 | +12.8% | 6,419 | -0.7% | 0.25% | +12.6% |
| Q3 2022 | $430,000 | -25.9% | 6,467 | -20.1% | 0.22% | -20.7% |
| Q2 2022 | $580,000 | +83.5% | 8,098 | +102.1% | 0.28% | +104.4% |
| Q1 2022 | $316,000 | -1.9% | 4,006 | +0.7% | 0.14% | -4.2% |
| Q4 2021 | $322,000 | +9.9% | 3,980 | +0.8% | 0.14% | +2.1% |
| Q3 2021 | $293,000 | -1.0% | 3,949 | +0.8% | 0.14% | -2.1% |
| Q2 2021 | $296,000 | +4.2% | 3,918 | +0.7% | 0.14% | -0.7% |
| Q1 2021 | $284,000 | +14.5% | 3,890 | +0.5% | 0.14% | +7.5% |
| Q4 2020 | $248,000 | +17.0% | 3,869 | +0.7% | 0.13% | +3.9% |
| Q3 2020 | $212,000 | – | 3,841 | – | 0.13% | – |
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% |