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 | $228,661 | -14.9% | 4,519 | -11.9% | 0.00% | -33.3% |
Q2 2023 | $268,553 | +8.3% | 5,128 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $248,041 | +3.3% | 5,128 | -3.6% | 0.00% | 0.0% |
Q4 2022 | $240,108 | -18.9% | 5,318 | -23.8% | 0.00% | -25.0% |
Q3 2022 | $296,000 | -6.3% | 6,981 | -1.4% | 0.00% | 0.0% |
Q2 2022 | $316,000 | -19.4% | 7,082 | -2.7% | 0.00% | 0.0% |
Q1 2022 | $392,000 | -5.5% | 7,276 | +99.5% | 0.00% | 0.0% |
Q4 2021 | $415,000 | +33.0% | 3,647 | +21.7% | 0.00% | 0.0% |
Q3 2021 | $312,000 | -6.9% | 2,997 | -7.0% | 0.00% | 0.0% |
Q2 2021 | $335,000 | +7.4% | 3,224 | -0.9% | 0.00% | 0.0% |
Q1 2021 | $312,000 | +5.1% | 3,254 | -0.2% | 0.00% | -20.0% |
Q4 2020 | $297,000 | +12.9% | 3,261 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $263,000 | +12.4% | 3,261 | +3.1% | 0.01% | +25.0% |
Q2 2020 | $234,000 | +4580.0% | 3,164 | +2971.8% | 0.00% | – |
Q1 2017 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | – |
Q4 2016 | $5,000 | -82.8% | 103 | -83.8% | 0.00% | -100.0% |
Q3 2014 | $29,000 | 0.0% | 634 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $29,000 | +3.6% | 634 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $28,000 | – | 634 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |