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 | $1,684,188 | -79.0% | 21,659 | -78.2% | 0.11% | -81.6% |
| Q1 2024 | $8,004,252 | +4.1% | 99,271 | -1.7% | 0.62% | -4.6% |
| Q4 2023 | $7,687,964 | +7.3% | 100,985 | -0.3% | 0.65% | -4.4% |
| Q3 2023 | $7,164,882 | +4.7% | 101,256 | +7.4% | 0.68% | -14.6% |
| Q2 2023 | $6,844,805 | +3.6% | 94,255 | +4.4% | 0.80% | +1.3% |
| Q1 2023 | $6,603,779 | +0.8% | 90,265 | +4.1% | 0.79% | -9.4% |
| Q4 2022 | $6,549,169 | +15.6% | 86,698 | +1.7% | 0.87% | +1.2% |
| Q3 2022 | $5,663,000 | +3.2% | 85,253 | +11.3% | 0.86% | +5.1% |
| Q2 2022 | $5,486,000 | -8.4% | 76,592 | +0.9% | 0.82% | +4.1% |
| Q1 2022 | $5,989,000 | -47.8% | 75,917 | -46.5% | 0.78% | -48.4% |
| Q4 2021 | $11,476,000 | +765.5% | 141,981 | +694.5% | 1.52% | +695.8% |
| Q3 2021 | $1,326,000 | +293.5% | 17,871 | +300.5% | 0.19% | +365.9% |
| Q2 2021 | $337,000 | +198.2% | 4,462 | +186.0% | 0.04% | +115.8% |
| Q1 2021 | $113,000 | +101.8% | 1,560 | +75.9% | 0.02% | +58.3% |
| Q4 2020 | $56,000 | -99.9% | 887 | +0.8% | 0.01% | -53.8% |
| Q3 2020 | $51,700,000 | +563.1% | 880 | +490.6% | 0.03% | +550.0% |
| Q2 2020 | $7,797,000 | +16.3% | 149 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,702,000 | -23.7% | 149 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $8,781,000 | – | 149 | – | 0.01% | – |
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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% |