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 | $5,465 | -3.4% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,656 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,224 | +7.1% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,876 | -98.3% | 108 | -98.4% | 0.00% | -97.3% |
| Q3 2022 | $283,000 | -16.8% | 6,680 | -12.2% | 0.04% | -19.6% |
| Q2 2022 | $340,000 | -15.8% | 7,610 | +1.4% | 0.05% | -6.1% |
| Q1 2022 | $404,000 | -14.9% | 7,502 | +79.7% | 0.05% | -14.0% |
| Q4 2021 | $475,000 | +9.4% | 4,174 | 0.0% | 0.06% | -6.6% |
| Q3 2021 | $434,000 | -4.4% | 4,174 | -4.3% | 0.06% | -7.6% |
| Q2 2021 | $454,000 | +8.4% | 4,363 | 0.0% | 0.07% | -2.9% |
| Q1 2021 | $419,000 | +6.6% | 4,363 | +0.9% | 0.07% | -6.8% |
| Q4 2020 | $393,000 | +39.9% | 4,325 | +24.2% | 0.07% | +19.7% |
| Q3 2020 | $281,000 | +8.9% | 3,481 | 0.0% | 0.06% | +7.0% |
| Q2 2020 | $258,000 | +14.2% | 3,481 | -5.9% | 0.06% | +50.0% |
| Q1 2020 | $226,000 | -18.7% | 3,698 | +1.6% | 0.04% | +11.8% |
| Q4 2019 | $278,000 | – | 3,638 | – | 0.03% | – |
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% |