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 | $1,359,332 | +3.5% | 21,157 | 0.0% | 0.24% | -1.7% |
| Q1 2024 | $1,312,998 | +10.0% | 21,157 | +0.0% | 0.24% | -0.4% |
| Q4 2023 | $1,193,250 | +11.5% | 21,156 | 0.0% | 0.24% | +1.3% |
| Q3 2023 | $1,070,540 | -1.1% | 21,156 | +2.3% | 0.24% | +4.8% |
| Q2 2023 | $1,082,850 | +8.3% | 20,676 | 0.0% | 0.23% | +1.8% |
| Q1 2023 | $1,000,143 | +7.1% | 20,676 | 0.0% | 0.22% | +2.3% |
| Q4 2022 | $933,563 | +269.0% | 20,676 | +829.3% | 0.22% | +376.1% |
| Q4 2021 | $253,000 | +9.5% | 2,225 | 0.0% | 0.05% | +4.5% |
| Q3 2021 | $231,000 | 0.0% | 2,225 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $231,000 | +7.9% | 2,225 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $214,000 | +5.9% | 2,225 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $202,000 | – | 2,225 | – | 0.04% | – |
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% |