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 | $3,416 | +7.9% | 43,932 | +11.9% | 0.28% | -0.4% |
| Q1 2024 | $3,166 | +13.1% | 39,263 | +6.8% | 0.28% | +3.0% |
| Q4 2023 | $2,799 | +7.2% | 36,767 | -0.3% | 0.27% | -0.7% |
| Q3 2023 | $2,611 | +3.4% | 36,893 | +6.1% | 0.27% | +7.9% |
| Q2 2023 | $2,526 | +10.4% | 34,777 | +11.2% | 0.25% | -13.4% |
| Q1 2023 | $2,288 | +841.6% | 31,278 | +872.0% | 0.29% | +812.5% |
| Q4 2022 | $243 | -100.0% | 3,218 | -87.6% | 0.03% | -89.7% |
| Q4 2017 | $1,331,000 | +55.3% | 26,017 | +42.0% | 0.31% | +43.3% |
| Q3 2017 | $857,000 | +104.5% | 18,318 | +96.9% | 0.22% | +93.8% |
| Q2 2017 | $419,000 | +45.0% | 9,301 | +43.4% | 0.11% | +36.6% |
| Q1 2017 | $289,000 | – | 6,485 | – | 0.08% | – |
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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% |