SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,146 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $129 | +4.0% | 2,000 | 0.0% | 0.12% | +3.4% |
| Q1 2024 | $124 | +9.7% | 2,000 | 0.0% | 0.12% | +4.4% |
| Q4 2023 | $113 | +11.9% | 2,000 | 0.0% | 0.11% | 0.0% |
| Q3 2023 | $101 | -3.8% | 2,000 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $105 | +8.2% | 2,000 | 0.0% | 0.12% | -3.3% |
| Q1 2023 | $97 | +7.8% | 2,000 | 0.0% | 0.12% | +8.1% |
| Q4 2022 | $90 | -99.9% | 2,000 | 0.0% | 0.11% | +3.7% |
| Q3 2022 | $85,000 | -4.5% | 2,000 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $89,000 | -17.6% | 2,000 | 0.0% | 0.11% | -5.2% |
| Q1 2022 | $108,000 | -6.9% | 2,000 | +96.1% | 0.12% | -1.7% |
| Q4 2021 | $116,000 | +9.4% | 1,020 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $106,000 | 0.0% | 1,020 | 0.0% | 0.12% | +8.3% |
| Q2 2021 | $106,000 | +8.2% | 1,020 | 0.0% | 0.11% | +30.1% |
| Q1 2021 | $98,000 | +5.4% | 1,020 | 0.0% | 0.08% | +7.8% |
| Q4 2020 | $93,000 | +13.4% | 1,020 | 0.0% | 0.08% | -2.5% |
| Q3 2020 | $82,000 | +10.8% | 1,020 | +2.0% | 0.08% | +14.5% |
| Q2 2020 | $74,000 | -45.6% | 1,000 | -55.1% | 0.07% | -51.4% |
| Q1 2020 | $136,000 | -20.5% | 2,225 | 0.0% | 0.14% | +3.6% |
| Q4 2019 | $171,000 | +8.2% | 2,225 | 0.0% | 0.14% | +5.4% |
| Q3 2019 | $158,000 | +1.3% | 2,225 | 0.0% | 0.13% | +6.6% |
| Q2 2019 | $156,000 | +129.4% | 2,225 | +122.5% | 0.12% | +125.9% |
| Q1 2019 | $68,000 | +13.3% | 1,000 | 0.0% | 0.05% | +1.9% |
| Q4 2018 | $60,000 | -14.3% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $70,000 | +7.7% | 1,000 | 0.0% | 0.05% | +10.4% |
| Q2 2018 | $65,000 | +3.2% | 1,000 | 0.0% | 0.05% | -5.9% |
| Q1 2018 | $63,000 | -1.6% | 1,000 | 0.0% | 0.05% | +4.1% |
| Q4 2017 | $64,000 | – | 1,000 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |