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 | $51,664 | +337.7% | 665 | +355.5% | 0.01% | +266.7% |
| Q1 2024 | $11,804 | +3.9% | 146 | -2.7% | 0.00% | 0.0% |
| Q4 2023 | $11,362 | +13.3% | 150 | +5.6% | 0.00% | 0.0% |
| Q3 2023 | $10,030 | +13.7% | 142 | +17.4% | 0.00% | +50.0% |
| Q2 2023 | $8,820 | +2.7% | 121 | +3.4% | 0.00% | 0.0% |
| Q1 2023 | $8,584 | +36.3% | 117 | +41.0% | 0.00% | 0.0% |
| Q4 2022 | $6,297 | +25.9% | 83 | +10.7% | 0.00% | +100.0% |
| Q3 2022 | $5,000 | 0.0% | 75 | +4.2% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 72 | +10.8% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | +25.0% | 65 | +18.2% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 55 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | +33.3% | 51 | +10.9% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | – | 46 | – | 0.00% | – |
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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% |