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 | $2,320,215 | -26.2% | 45,854 | -23.7% | 0.01% | -56.2% |
| Q2 2023 | $3,145,938 | -69.9% | 60,071 | -72.2% | 0.02% | -27.3% |
| Q1 2023 | $10,437,617 | -3.9% | 215,787 | -10.3% | 0.02% | -8.3% |
| Q4 2022 | $10,866,567 | +4.9% | 240,677 | -1.6% | 0.02% | -11.1% |
| Q3 2022 | $10,356,000 | +2.7% | 244,539 | +8.3% | 0.03% | +3.8% |
| Q2 2022 | $10,086,000 | -15.3% | 225,849 | +2.2% | 0.03% | 0.0% |
| Q1 2022 | $11,905,000 | -5.1% | 221,078 | +100.7% | 0.03% | -3.7% |
| Q4 2021 | $12,539,000 | +7.6% | 110,168 | -1.6% | 0.03% | -3.6% |
| Q3 2021 | $11,648,000 | +26.1% | 111,968 | +26.0% | 0.03% | +16.7% |
| Q2 2021 | $9,239,000 | -1.9% | 88,867 | -9.4% | 0.02% | -20.0% |
| Q1 2021 | $9,418,000 | +4.8% | 98,075 | -0.8% | 0.03% | +3.4% |
| Q4 2020 | $8,989,000 | +10.9% | 98,836 | -1.7% | 0.03% | -9.4% |
| Q3 2020 | $8,106,000 | +7.4% | 100,535 | -1.3% | 0.03% | -5.9% |
| Q2 2020 | $7,549,000 | +7.9% | 101,881 | -10.8% | 0.03% | -15.0% |
| Q1 2020 | $6,994,000 | -31.9% | 114,187 | -14.6% | 0.04% | -14.9% |
| Q4 2019 | $10,269,000 | +18.4% | 133,700 | +9.4% | 0.05% | +4.4% |
| Q3 2019 | $8,670,000 | +3.4% | 122,228 | +2.3% | 0.04% | -2.2% |
| Q2 2019 | $8,386,000 | +2.8% | 119,473 | -0.9% | 0.05% | +7.0% |
| Q1 2019 | $8,155,000 | +13.3% | 120,616 | +0.0% | 0.04% | -2.3% |
| Q4 2018 | $7,199,000 | +44.2% | 120,590 | +68.0% | 0.04% | +83.3% |
| Q3 2018 | $4,992,000 | +14.5% | 71,768 | +7.0% | 0.02% | 0.0% |
| Q2 2018 | $4,359,000 | +9.3% | 67,079 | +6.1% | 0.02% | -11.1% |
| Q1 2018 | $3,989,000 | -0.1% | 63,223 | +1.0% | 0.03% | +3.8% |
| Q4 2017 | $3,994,000 | +10.7% | 62,616 | +4.2% | 0.03% | 0.0% |
| Q3 2017 | $3,607,000 | +110.7% | 60,068 | +102.7% | 0.03% | +100.0% |
| Q2 2017 | $1,712,000 | -5.2% | 29,635 | -7.7% | 0.01% | -7.1% |
| Q1 2017 | $1,806,000 | +61.2% | 32,094 | +52.6% | 0.01% | +40.0% |
| Q4 2016 | $1,120,000 | – | 21,038 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |