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 | $4,151,426 | -3.7% | 82,044 | -0.3% | 0.39% | -1.5% |
| Q2 2023 | $4,309,056 | +5.0% | 82,281 | -3.0% | 0.40% | +1.0% |
| Q1 2023 | $4,103,179 | +12.9% | 84,829 | +5.4% | 0.40% | +7.0% |
| Q4 2022 | $3,634,349 | +12.3% | 80,495 | +5.3% | 0.37% | +3.6% |
| Q3 2022 | $3,237,000 | -5.4% | 76,437 | -0.2% | 0.36% | -3.8% |
| Q2 2022 | $3,421,000 | -17.0% | 76,608 | +0.0% | 0.37% | -4.9% |
| Q1 2022 | $4,124,000 | +31.4% | 76,588 | +177.7% | 0.39% | +27.0% |
| Q4 2021 | $3,139,000 | +11.0% | 27,583 | +1.5% | 0.31% | +4.8% |
| Q3 2021 | $2,827,000 | +7.9% | 27,172 | +7.9% | 0.29% | +8.5% |
| Q2 2021 | $2,619,000 | +25.9% | 25,192 | +10.1% | 0.27% | -4.9% |
| Q4 2020 | $2,080,000 | +20.2% | 22,871 | +6.6% | 0.28% | +4.8% |
| Q3 2020 | $1,730,000 | +6.9% | 21,455 | -1.8% | 0.27% | +2.3% |
| Q2 2020 | $1,619,000 | +29.9% | 21,851 | +2.6% | 0.26% | +7.3% |
| Q1 2020 | $1,246,000 | -10.8% | 21,300 | +17.1% | 0.25% | +7.9% |
| Q4 2019 | $1,397,000 | +28.0% | 18,186 | +18.2% | 0.23% | +19.3% |
| Q3 2019 | $1,091,000 | +3.1% | 15,386 | +2.8% | 0.19% | -1.0% |
| Q2 2019 | $1,058,000 | +7.6% | 14,962 | +4.1% | 0.19% | +3.7% |
| Q1 2019 | $983,000 | +28.5% | 14,378 | +12.3% | 0.19% | +14.7% |
| Q4 2018 | $765,000 | -14.2% | 12,806 | +0.1% | 0.16% | -11.4% |
| Q3 2018 | $892,000 | +10.8% | 12,787 | +3.5% | 0.18% | +8.2% |
| Q2 2018 | $805,000 | +5.1% | 12,351 | +0.3% | 0.17% | +2.4% |
| Q1 2018 | $766,000 | -14.3% | 12,315 | -10.0% | 0.17% | -11.7% |
| Q4 2017 | $894,000 | +10.9% | 13,683 | +2.0% | 0.19% | +6.8% |
| Q3 2017 | $806,000 | +4.0% | 13,419 | +2.4% | 0.18% | -0.6% |
| Q2 2017 | $775,000 | +14.8% | 13,110 | +7.8% | 0.18% | +7.9% |
| Q1 2017 | $675,000 | -0.4% | 12,163 | -2.9% | 0.16% | -3.5% |
| Q4 2016 | $678,000 | +17.3% | 12,530 | +10.2% | 0.17% | +10.4% |
| Q3 2016 | $578,000 | -0.2% | 11,371 | +1.0% | 0.15% | -0.6% |
| Q2 2016 | $579,000 | +10.3% | 11,262 | +5.4% | 0.16% | +6.2% |
| Q1 2016 | $525,000 | – | 10,689 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |