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 | $40,028,292 | -1.6% | 519,106 | +1.5% | 11.83% | -4.5% |
| Q1 2024 | $40,669,857 | +7.8% | 511,249 | +3.1% | 12.38% | -2.3% |
| Q4 2023 | $37,733,177 | +6.6% | 495,641 | -0.4% | 12.66% | -10.2% |
| Q3 2023 | $35,409,806 | +7.8% | 497,678 | +10.0% | 14.11% | -0.2% |
| Q2 2023 | $32,862,731 | +4.2% | 452,530 | +5.0% | 14.14% | -7.0% |
| Q1 2023 | $31,543,074 | -1.4% | 431,152 | +1.8% | 15.20% | -16.1% |
| Q4 2022 | $31,979,186 | +18.2% | 423,341 | +3.9% | 18.12% | -1.9% |
| Q3 2022 | $27,056,000 | -2.7% | 407,285 | +4.9% | 18.47% | -1.8% |
| Q2 2022 | $27,803,000 | -6.5% | 388,153 | +3.0% | 18.81% | +7.5% |
| Q1 2022 | $29,738,000 | +14.2% | 376,954 | +17.1% | 17.50% | +10.3% |
| Q4 2021 | $26,030,000 | – | 322,036 | – | 15.87% | – |
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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% |