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 | $7,484,611 | -14.3% | 116,492 | -17.2% | 0.08% | -19.4% |
| Q1 2024 | $8,728,863 | +10.5% | 140,652 | +0.4% | 0.10% | +1.0% |
| Q4 2023 | $7,900,004 | +25.9% | 140,071 | +12.9% | 0.10% | +7.8% |
| 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 ↓ |
|---|---|---|---|
| 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% |