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 | $3,919,055 | -3.2% | 50,627 | +0.2% | 3.06% | -4.6% |
| Q1 2024 | $4,050,135 | +0.3% | 50,538 | -4.7% | 3.20% | -3.9% |
| Q4 2023 | $4,036,584 | -9.2% | 53,022 | -15.6% | 3.33% | -11.1% |
| Q3 2023 | $4,447,496 | -4.7% | 62,853 | -2.2% | 3.75% | +0.2% |
| Q2 2023 | $4,666,725 | +0.2% | 64,262 | +0.9% | 3.74% | -3.4% |
| Q1 2023 | $4,658,774 | -2.6% | 63,679 | +0.6% | 3.87% | -5.2% |
| Q4 2022 | $4,781,776 | +21.7% | 63,301 | +7.0% | 4.09% | +14.0% |
| Q3 2022 | $3,929,000 | -7.0% | 59,150 | +0.3% | 3.58% | -1.3% |
| Q2 2022 | $4,224,000 | -4.4% | 58,980 | +5.7% | 3.63% | +1.1% |
| Q1 2022 | $4,420,000 | +3.5% | 55,789 | +5.5% | 3.60% | +3.7% |
| Q4 2021 | $4,272,000 | – | 52,856 | – | 3.47% | – |
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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% |