SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,146 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $551,437 | +4.4% | 8,583 | +0.9% | 0.15% | +0.7% |
Q1 2024 | $528,118 | +8.6% | 8,510 | -1.3% | 0.15% | 0.0% |
Q4 2023 | $486,341 | +53.4% | 8,623 | +37.6% | 0.15% | +40.6% |
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 ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |