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 | $6,276,677 | +11.5% | 124,045 | +15.4% | 0.09% | +11.1% |
| Q2 2023 | $5,631,713 | -19.2% | 107,537 | -25.3% | 0.08% | -27.0% |
| Q1 2023 | $6,965,957 | +11.5% | 144,014 | +4.1% | 0.11% | +1.8% |
| Q4 2022 | $6,246,096 | +19.2% | 138,341 | +11.8% | 0.11% | +6.9% |
| Q3 2022 | $5,240,000 | -2.3% | 123,730 | +3.0% | 0.10% | 0.0% |
| Q2 2022 | $5,366,000 | -9.3% | 120,151 | +9.4% | 0.10% | +5.2% |
| Q1 2022 | $5,915,000 | +13.4% | 109,848 | +139.8% | 0.10% | +18.3% |
| Q4 2021 | $5,214,000 | +1480.0% | 45,812 | +965.9% | 0.08% | +720.0% |
| Q4 2019 | $330,000 | – | 4,298 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |