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 | $10,354 | -7.2% | 204,616 | -4.0% | 2.60% | -0.6% |
| Q2 2023 | $11,158 | +4.6% | 213,053 | -3.4% | 2.62% | +4.1% |
| Q1 2023 | $10,666 | -1.4% | 220,514 | -8.0% | 2.52% | -6.4% |
| Q4 2022 | $10,821 | -99.9% | 239,676 | -5.7% | 2.69% | -3.0% |
| Q3 2022 | $10,768,000 | -6.9% | 254,270 | -1.9% | 2.77% | -5.1% |
| Q2 2022 | $11,570,000 | -18.3% | 259,064 | -1.5% | 2.92% | -22.8% |
| Q1 2022 | $14,158,000 | -4.9% | 262,907 | +101.0% | 3.78% | -10.6% |
| Q4 2021 | $14,889,000 | +19.4% | 130,814 | +9.1% | 4.23% | +4.2% |
| Q3 2021 | $12,469,000 | +4.3% | 119,856 | +4.2% | 4.06% | +0.6% |
| Q2 2021 | $11,958,000 | +7.7% | 115,016 | -0.5% | 4.04% | -1.0% |
| Q1 2021 | $11,104,000 | -1.4% | 115,628 | -6.6% | 4.08% | -2.9% |
| Q4 2020 | $11,260,000 | +1.1% | 123,810 | -10.4% | 4.20% | -7.9% |
| Q3 2020 | $11,137,000 | +4.9% | 138,127 | -3.6% | 4.56% | 0.0% |
| Q2 2020 | $10,614,000 | -1.1% | 143,245 | -18.2% | 4.56% | -10.9% |
| Q1 2020 | $10,728,000 | -23.9% | 175,156 | -4.6% | 5.11% | -14.0% |
| Q4 2019 | $14,096,000 | +6.7% | 183,513 | -1.5% | 5.94% | +4.1% |
| Q3 2019 | $13,217,000 | +4.4% | 186,333 | +3.3% | 5.71% | +5.3% |
| Q2 2019 | $12,665,000 | +2.9% | 180,442 | -0.9% | 5.42% | -2.7% |
| Q1 2019 | $12,310,000 | +16.9% | 182,076 | +3.3% | 5.57% | +9.2% |
| Q4 2018 | $10,527,000 | +1.8% | 176,334 | +18.6% | 5.10% | +6.3% |
| Q3 2018 | $10,341,000 | +16.3% | 148,666 | +8.6% | 4.80% | +13.8% |
| Q2 2018 | $8,894,000 | +15.9% | 136,858 | +12.5% | 4.22% | +15.3% |
| Q1 2018 | $7,673,000 | +26.7% | 121,636 | +28.1% | 3.66% | +18.4% |
| Q4 2017 | $6,054,000 | +44.5% | 94,922 | +36.0% | 3.09% | +33.8% |
| Q3 2017 | $4,189,000 | +308.3% | 69,777 | +293.0% | 2.31% | +259.7% |
| Q2 2017 | $1,026,000 | – | 17,753 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |