SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 27 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,071,543 | 0.0% | 20,461 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,071,543 | +12.5% | 20,461 | +3.9% | 0.02% | 0.0% |
| Q1 2023 | $952,357 | +7.1% | 19,689 | 0.0% | 0.02% | +4.5% |
| Q4 2022 | $888,958 | +6.6% | 19,689 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $834,000 | -12.2% | 19,689 | -7.5% | 0.02% | -4.2% |
| Q2 2022 | $950,000 | -8.0% | 21,279 | +10.9% | 0.02% | +9.1% |
| Q1 2022 | $1,033,000 | – | 19,186 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |