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 | $37,328 | +17.7% | 661,842 | +5.6% | 3.01% | +6.8% |
| Q3 2023 | $31,718 | -2.9% | 626,835 | +0.5% | 2.82% | +2.2% |
| Q2 2023 | $32,661 | +3.5% | 623,653 | -4.4% | 2.76% | -1.7% |
| Q1 2023 | $31,545 | +6.1% | 652,164 | -1.0% | 2.81% | -0.4% |
| Q4 2022 | $29,730 | -99.9% | 658,480 | +1.2% | 2.82% | +2.2% |
| Q3 2022 | $27,554,000 | -3.5% | 650,616 | +1.7% | 2.76% | +2.0% |
| Q2 2022 | $28,561,000 | -14.9% | 639,518 | +2.6% | 2.70% | -1.6% |
| Q1 2022 | $33,560,000 | -4.3% | 623,207 | +102.2% | 2.74% | +3.9% |
| Q4 2021 | $35,085,000 | +10.5% | 308,250 | +1.0% | 2.64% | -0.1% |
| Q3 2021 | $31,742,000 | +2.5% | 305,125 | +2.4% | 2.64% | +0.2% |
| Q2 2021 | $30,972,000 | +9.8% | 297,891 | +1.4% | 2.64% | +0.6% |
| Q1 2021 | $28,216,000 | +12.3% | 293,822 | +6.4% | 2.62% | +6.0% |
| Q4 2020 | $25,124,000 | +13.9% | 276,238 | +1.0% | 2.47% | +1.6% |
| Q3 2020 | $22,050,000 | +14.4% | 273,474 | +5.1% | 2.44% | +5.5% |
| Q2 2020 | $19,278,000 | +22.3% | 260,162 | +1.1% | 2.31% | +5.7% |
| Q1 2020 | $15,757,000 | -35.6% | 257,251 | -19.2% | 2.18% | -18.7% |
| Q4 2019 | $24,449,000 | +15.7% | 318,303 | +6.8% | 2.69% | +5.3% |
| Q3 2019 | $21,138,000 | +12.3% | 298,012 | +11.1% | 2.55% | +9.7% |
| Q2 2019 | $18,821,000 | +21.3% | 268,145 | +16.9% | 2.33% | +13.1% |
| Q1 2019 | $15,512,000 | +31.9% | 229,428 | +16.4% | 2.06% | +16.8% |
| Q4 2018 | $11,763,000 | -25.8% | 197,041 | -13.5% | 1.76% | -16.5% |
| Q3 2018 | $15,846,000 | +20.1% | 227,808 | +12.2% | 2.11% | +11.7% |
| Q2 2018 | $13,192,000 | +44.0% | 202,984 | +39.8% | 1.89% | +35.9% |
| Q1 2018 | $9,159,000 | +103.4% | 145,204 | +105.6% | 1.39% | +99.1% |
| Q4 2017 | $4,503,000 | +1416.2% | 70,608 | +1329.9% | 0.70% | +1296.0% |
| Q3 2017 | $297,000 | +4.2% | 4,938 | 0.0% | 0.05% | +4.2% |
| Q2 2017 | $285,000 | +2.5% | 4,938 | 0.0% | 0.05% | -5.9% |
| Q1 2017 | $278,000 | – | 4,938 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |