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 | $2,420,530 | -0.8% | 47,837 | +2.7% | 1.84% | +3.2% |
| Q2 2023 | $2,439,195 | +7.9% | 46,576 | -0.4% | 1.78% | +4.0% |
| Q1 2023 | $2,261,494 | -2.7% | 46,754 | -9.2% | 1.72% | -6.5% |
| Q4 2022 | $2,324,746 | +16.8% | 51,489 | +9.5% | 1.84% | +11.1% |
| Q3 2022 | $1,991,000 | -3.1% | 47,009 | +2.2% | 1.65% | +1.7% |
| Q2 2022 | $2,054,000 | -18.0% | 46,001 | -1.2% | 1.62% | -1.1% |
| Q1 2022 | $2,506,000 | -28.8% | 46,540 | +50.5% | 1.64% | -24.1% |
| Q4 2021 | $3,521,000 | +8.1% | 30,931 | -1.2% | 2.16% | +0.0% |
| Q3 2021 | $3,256,000 | -2.8% | 31,303 | -2.8% | 2.16% | -1.5% |
| Q2 2021 | $3,349,000 | -47.0% | 32,207 | -51.0% | 2.20% | -52.4% |
| Q1 2021 | $6,318,000 | +16.2% | 65,788 | +10.1% | 4.62% | +3.5% |
| Q4 2020 | $5,436,000 | +19.3% | 59,765 | +5.8% | 4.46% | +6.4% |
| Q3 2020 | $4,555,000 | +5.1% | 56,495 | -3.4% | 4.19% | +6.1% |
| Q2 2020 | $4,332,000 | +10.3% | 58,462 | -8.8% | 3.95% | -4.5% |
| Q1 2020 | $3,927,000 | -21.8% | 64,116 | -1.9% | 4.14% | -8.7% |
| Q4 2019 | $5,022,000 | +120.8% | 65,377 | +103.9% | 4.54% | +101.9% |
| Q3 2019 | $2,274,000 | +2.1% | 32,065 | +1.0% | 2.25% | +1.4% |
| Q2 2019 | $2,228,000 | -4.2% | 31,742 | -7.7% | 2.22% | -4.4% |
| Q1 2019 | $2,326,000 | +43.6% | 34,399 | +26.7% | 2.32% | +31.9% |
| Q4 2018 | $1,620,000 | -16.4% | 27,140 | -2.6% | 1.76% | -4.2% |
| Q3 2018 | $1,938,000 | -16.3% | 27,854 | -21.8% | 1.84% | -14.5% |
| Q2 2018 | $2,315,000 | -1.7% | 35,622 | -4.6% | 2.15% | -0.4% |
| Q1 2018 | $2,356,000 | -1.7% | 37,351 | -0.6% | 2.16% | +4.3% |
| Q4 2017 | $2,396,000 | – | 37,562 | – | 2.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |