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 | $231,476,553 | +557.9% | 4,574,639 | +580.9% | 1.13% | +721.9% |
| Q2 2023 | $35,184,827 | +223.0% | 671,855 | +198.0% | 0.14% | +426.9% |
| Q1 2023 | $10,893,643 | +22.0% | 225,457 | +14.0% | 0.03% | -54.4% |
| Q4 2022 | $8,925,666 | +102.9% | 197,687 | +90.3% | 0.06% | +7.5% |
| Q3 2022 | $4,400,000 | -38.2% | 103,895 | -34.9% | 0.05% | -32.9% |
| Q2 2022 | $7,118,000 | +31.9% | 159,641 | +59.3% | 0.08% | -6.0% |
| Q1 2022 | $5,396,000 | -0.6% | 100,215 | +110.1% | 0.08% | +1.2% |
| Q4 2021 | $5,430,000 | +58.8% | 47,702 | +45.1% | 0.08% | +10.7% |
| Q3 2021 | $3,419,000 | +1.2% | 32,865 | +1.1% | 0.08% | +1.4% |
| Q2 2021 | $3,380,000 | +14.1% | 32,509 | +5.4% | 0.07% | +5.7% |
| Q1 2021 | $2,962,000 | +5.7% | 30,845 | +0.1% | 0.07% | -22.2% |
| Q4 2020 | $2,803,000 | +390.0% | 30,812 | +221.3% | 0.09% | +136.8% |
| Q4 2018 | $572,000 | – | 9,589 | – | 0.04% | – |
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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% |