SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,313 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,867,252 | -27.6% | 88,313 | -25.0% | 0.73% | -31.5% |
Q1 2024 | $9,491,428 | -73.9% | 117,716 | -75.3% | 1.06% | -74.1% |
Q4 2023 | $36,321,261 | +16.7% | 477,095 | +8.4% | 4.10% | +2.3% |
Q3 2023 | $31,133,961 | -2.2% | 439,994 | +0.4% | 4.01% | +8.3% |
Q2 2023 | $31,823,357 | +18.1% | 438,218 | +19.0% | 3.70% | +7.9% |
Q1 2023 | $26,951,273 | +2.1% | 368,388 | +5.5% | 3.43% | -1.3% |
Q4 2022 | $26,388,784 | +47.8% | 349,335 | +30.0% | 3.47% | +29.3% |
Q3 2022 | $17,852,000 | -5.2% | 268,740 | +2.3% | 2.69% | -1.8% |
Q2 2022 | $18,826,000 | +2319.8% | 262,820 | +2563.4% | 2.73% | +2431.5% |
Q1 2022 | $778,000 | +6.6% | 9,868 | +9.3% | 0.11% | +4.9% |
Q4 2021 | $730,000 | +8.1% | 9,031 | -0.7% | 0.10% | -1.9% |
Q3 2021 | $675,000 | -88.9% | 9,095 | -88.7% | 0.10% | -89.1% |
Q2 2021 | $6,103,000 | +1.2% | 80,701 | -2.4% | 0.97% | -12.1% |
Q1 2021 | $6,030,000 | -14.5% | 82,688 | -24.8% | 1.10% | -15.8% |
Q4 2020 | $7,052,000 | +0.7% | 109,944 | -13.2% | 1.31% | -20.5% |
Q3 2020 | $7,002,000 | -5.3% | 126,618 | -11.4% | 1.64% | -14.2% |
Q2 2020 | $7,396,000 | +5.0% | 142,915 | -8.7% | 1.92% | -12.3% |
Q1 2020 | $7,043,000 | +31.5% | 156,582 | +69.3% | 2.19% | +112.1% |
Q4 2019 | $5,357,000 | – | 92,485 | – | 1.03% | – |
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% |