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 | $478,929 | -3.4% | 9,465 | 0.0% | 0.20% | -7.8% |
| Q2 2023 | $495,682 | +6.8% | 9,465 | -1.4% | 0.22% | 0.0% |
| Q1 2023 | $464,110 | +7.1% | 9,595 | +0.0% | 0.22% | -1.8% |
| Q4 2022 | $433,169 | +6.7% | 9,594 | 0.0% | 0.22% | +1.4% |
| Q3 2022 | $406,000 | -5.1% | 9,594 | +0.1% | 0.22% | +2.3% |
| Q2 2022 | $428,000 | -16.9% | 9,580 | +0.2% | 0.21% | +6.0% |
| Q1 2022 | $515,000 | -5.5% | 9,560 | +99.8% | 0.20% | -6.5% |
| Q4 2021 | $545,000 | +9.4% | 4,785 | 0.0% | 0.22% | +6.4% |
| Q3 2021 | $498,000 | +0.2% | 4,785 | 0.0% | 0.20% | +2.5% |
| Q2 2021 | $497,000 | -28.7% | 4,785 | -34.1% | 0.20% | -34.8% |
| Q1 2021 | $697,000 | -1.6% | 7,260 | -6.7% | 0.30% | +9.8% |
| Q4 2020 | $708,000 | +7.3% | 7,785 | -4.9% | 0.28% | -7.4% |
| Q3 2020 | $660,000 | +3.3% | 8,185 | -5.0% | 0.30% | -6.0% |
| Q2 2020 | $639,000 | +45.9% | 8,620 | +20.6% | 0.32% | -21.8% |
| Q1 2020 | $438,000 | -33.8% | 7,150 | -17.1% | 0.40% | +33.3% |
| Q4 2019 | $662,000 | +8.3% | 8,620 | 0.0% | 0.30% | +4.1% |
| Q3 2019 | $611,000 | +54.3% | 8,620 | +52.9% | 0.29% | +62.6% |
| Q2 2019 | $396,000 | – | 5,638 | – | 0.18% | – |
Download | ||||||
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% |