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 | $172 | -68.8% | 1,754 | -75.6% | 0.11% | -70.9% |
| Q1 2024 | $552 | +9.3% | 7,180 | +8.1% | 0.37% | +9.4% |
| Q4 2023 | $505 | +105.3% | 6,639 | +90.2% | 0.34% | +84.9% |
| Q3 2023 | $246 | -53.9% | 3,490 | -51.9% | 0.18% | -51.2% |
| Q2 2023 | $534 | -8.6% | 7,250 | -8.2% | 0.38% | -13.5% |
| Q1 2023 | $584 | +329.4% | 7,900 | +340.6% | 0.44% | +305.6% |
| Q4 2022 | $136 | -99.9% | 1,793 | 0.0% | 0.11% | +8.0% |
| Q3 2022 | $119,000 | -7.8% | 1,793 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $129,000 | -5.8% | 1,793 | 0.0% | 0.10% | +1.0% |
| Q1 2022 | $137,000 | -4.9% | 1,793 | 0.0% | 0.10% | +8.8% |
| Q4 2021 | $144,000 | +5.9% | 1,793 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $136,000 | -8.1% | 1,793 | -10.1% | 0.09% | -9.0% |
| Q2 2021 | $148,000 | -99.9% | 1,995 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $148,767,000 | +112602.3% | 1,995 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $132,000 | +9.1% | 1,995 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $121,000 | +14.2% | 1,995 | 0.0% | 0.10% | +7.4% |
| Q2 2020 | $106,000 | -9.4% | 1,995 | -25.7% | 0.10% | -28.6% |
| Q1 2020 | $117,000 | -24.5% | 2,686 | 0.0% | 0.13% | -0.7% |
| Q4 2019 | $155,000 | – | 2,686 | – | 0.13% | – |
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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% |