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 | $2,196,873 | -5.4% | 43,416 | -2.1% | 0.24% | -20.1% |
| Q2 2023 | $2,322,346 | +5.6% | 44,345 | -2.5% | 0.29% | +23.5% |
| Q1 2023 | $2,199,049 | -41.7% | 45,463 | -45.6% | 0.24% | -44.4% |
| Q4 2022 | $3,773,102 | -63.9% | 83,568 | -66.1% | 0.43% | -63.1% |
| Q3 2022 | $10,452,000 | -2.0% | 246,808 | +3.3% | 1.16% | +3.4% |
| Q2 2022 | $10,666,000 | -15.4% | 238,830 | +2.0% | 1.12% | -5.4% |
| Q1 2022 | $12,615,000 | -3.6% | 234,256 | +103.7% | 1.19% | -1.2% |
| Q4 2021 | $13,086,000 | +8.7% | 114,974 | -0.7% | 1.20% | +6.6% |
| Q3 2021 | $12,044,000 | +2.1% | 115,773 | +2.0% | 1.13% | +1.8% |
| Q2 2021 | $11,795,000 | +10.4% | 113,451 | +2.0% | 1.11% | -0.4% |
| Q1 2021 | $10,684,000 | +10.9% | 111,252 | +5.1% | 1.11% | +1.5% |
| Q4 2020 | $9,631,000 | +46.1% | 105,889 | +29.5% | 1.10% | +21.8% |
| Q3 2020 | $6,591,000 | +16.5% | 81,749 | +7.1% | 0.90% | +8.0% |
| Q2 2020 | $5,656,000 | +30.3% | 76,332 | +7.7% | 0.83% | +9.7% |
| Q1 2020 | $4,342,000 | -14.8% | 70,891 | +6.9% | 0.76% | -11.5% |
| Q4 2019 | $5,095,000 | +17.7% | 66,337 | +8.7% | 0.86% | +9.3% |
| Q3 2019 | $4,330,000 | +2.7% | 61,045 | +1.7% | 0.78% | 0.0% |
| Q2 2019 | $4,215,000 | +6.9% | 60,047 | +2.9% | 0.78% | +1.9% |
| Q1 2019 | $3,944,000 | +16.8% | 58,329 | +3.1% | 0.77% | -0.3% |
| Q4 2018 | $3,376,000 | -13.8% | 56,553 | +0.5% | 0.77% | -13.4% |
| Q3 2018 | $3,916,000 | +10.6% | 56,299 | +3.3% | 0.89% | -6.4% |
| Q2 2018 | $3,542,000 | +8.9% | 54,505 | +5.7% | 0.95% | +1.5% |
| Q1 2018 | $3,253,000 | +2.3% | 51,570 | +3.5% | 0.94% | +12.3% |
| Q4 2017 | $3,179,000 | +12.5% | 49,838 | +5.8% | 0.84% | +5.8% |
| Q3 2017 | $2,827,000 | +7.8% | 47,089 | +3.7% | 0.79% | +1.0% |
| Q2 2017 | $2,622,000 | +8.0% | 45,395 | +5.2% | 0.78% | +4.1% |
| Q1 2017 | $2,427,000 | +83.4% | 43,133 | +73.7% | 0.75% | +91.3% |
| Q4 2016 | $1,323,000 | +24.1% | 24,834 | +20.2% | 0.39% | +12.3% |
| Q3 2016 | $1,066,000 | +55.8% | 20,657 | +50.4% | 0.35% | +37.9% |
| Q2 2016 | $684,000 | – | 13,737 | – | 0.25% | – |
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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% |