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 | $4,929,812 | -30.3% | 63,398 | -27.7% | 3.98% | -18.8% |
| Q1 2024 | $7,071,233 | -21.8% | 87,700 | -26.2% | 4.90% | -27.3% |
| Q4 2023 | $9,043,934 | -69.3% | 118,796 | -71.4% | 6.73% | -73.3% |
| Q3 2023 | $29,423,721 | -9.0% | 415,824 | -6.6% | 25.21% | -14.2% |
| Q2 2023 | $32,335,673 | -3.2% | 445,272 | -2.5% | 29.37% | -8.6% |
| Q1 2023 | $33,401,963 | -2.3% | 456,560 | +0.9% | 32.12% | -3.2% |
| Q4 2022 | $34,182,941 | +4.0% | 452,514 | +1.7% | 33.17% | -17.2% |
| Q3 2022 | $32,864,000 | +9.4% | 444,828 | +6.0% | 40.04% | +3.1% |
| Q2 2022 | $30,052,000 | -6.5% | 419,553 | +3.0% | 38.84% | +53.1% |
| Q1 2022 | $32,136,000 | +16.3% | 407,353 | +19.2% | 25.37% | +20.0% |
| Q4 2021 | $27,623,000 | – | 341,745 | – | 21.14% | – |
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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% |