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 | $317,110 | -28.8% | 6,267 | -26.3% | 0.11% | -26.9% |
| Q2 2023 | $445,629 | -91.3% | 8,509 | -92.4% | 0.14% | -91.3% |
| Q1 2023 | $5,104,075 | +1.8% | 112,615 | +1.5% | 1.67% | -6.7% |
| Q4 2022 | $5,011,424 | +11.5% | 110,995 | +4.6% | 1.79% | +9.8% |
| Q3 2022 | $4,494,000 | +13.8% | 106,104 | +20.0% | 1.63% | +21.0% |
| Q2 2022 | $3,950,000 | -21.9% | 88,451 | -5.8% | 1.35% | -8.7% |
| Q1 2022 | $5,056,000 | +251.1% | 93,891 | +641.9% | 1.48% | +257.1% |
| Q4 2021 | $1,440,000 | +12.4% | 12,656 | +2.8% | 0.41% | -37.2% |
| Q3 2021 | $1,281,000 | -0.2% | 12,312 | -0.2% | 0.66% | +64.5% |
| Q2 2021 | $1,283,000 | +24.1% | 12,341 | +14.6% | 0.40% | +16.3% |
| Q1 2021 | $1,034,000 | – | 10,768 | – | 0.34% | – |
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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% |