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 | $3,049,443 | +5.6% | 37,527 | -1.4% | 0.56% | -7.4% |
| Q1 2024 | $2,888,439 | -1.6% | 38,041 | -0.4% | 0.61% | -7.5% |
| Q4 2023 | $2,936,748 | +6.9% | 38,179 | -2.1% | 0.66% | -7.2% |
| Q3 2023 | $2,746,644 | -3.0% | 39,015 | +0.7% | 0.71% | +0.6% |
| Q2 2023 | $2,830,315 | +15.2% | 38,745 | +16.3% | 0.70% | +9.0% |
| Q1 2023 | $2,457,582 | -5.9% | 33,314 | -2.5% | 0.64% | -8.5% |
| Q4 2022 | $2,612,305 | +20.4% | 34,157 | +10.0% | 0.70% | +5.7% |
| Q3 2022 | $2,170,000 | +3.2% | 31,061 | +10.0% | 0.67% | +9.5% |
| Q2 2022 | $2,103,000 | -3.6% | 28,232 | +2.0% | 0.61% | +5.2% |
| Q1 2022 | $2,181,000 | +4.4% | 27,671 | +8.1% | 0.58% | +5.7% |
| Q4 2021 | $2,090,000 | +9.5% | 25,597 | +3.3% | 0.55% | +4.4% |
| Q3 2021 | $1,909,000 | +15.0% | 24,788 | +12.4% | 0.52% | +10.5% |
| Q2 2021 | $1,660,000 | +47.4% | 22,063 | +45.5% | 0.48% | +29.8% |
| Q1 2021 | $1,126,000 | +32.2% | 15,168 | +19.7% | 0.37% | +26.2% |
| Q4 2020 | $852,000 | +79.4% | 12,671 | +55.8% | 0.29% | +37.4% |
| Q4 2019 | $475,000 | +2.6% | 8,131 | 0.0% | 0.21% | -6.6% |
| Q3 2019 | $463,000 | – | 8,131 | – | 0.23% | – |
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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% |