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 | 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% |