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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |