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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $39,367 | +11.5% | 698 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $35,319 | -3.4% | 698 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,554 | -40.2% | 698 | -44.7% | 0.00% | -40.0% |
| Q1 2023 | $61,110 | +93.9% | 1,263 | +80.9% | 0.01% | +66.7% |
| Q4 2022 | $31,515 | +5.0% | 698 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $30,000 | -3.2% | 698 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -18.4% | 698 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -5.0% | 698 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | +11.1% | 349 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | 0.0% | 349 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 349 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +6.2% | 349 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $32,000 | +14.3% | 349 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | +7.7% | 349 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +23.8% | 349 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -22.2% | 349 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 349 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | +4.2% | 349 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | 0.0% | 349 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +14.3% | 349 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | -12.5% | 349 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $24,000 | +4.3% | 349 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $23,000 | +4.5% | 349 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | – | 349 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |