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 | $99,733 | -2.4% | 1,971 | +1.0% | 0.04% | 0.0% |
| Q2 2023 | $102,174 | -17.3% | 1,951 | -23.6% | 0.04% | -23.5% |
| Q1 2023 | $123,537 | +3.1% | 2,554 | -3.7% | 0.05% | -13.6% |
| Q4 2022 | $119,783 | +28.8% | 2,653 | +21.4% | 0.06% | +28.3% |
| Q3 2022 | $93,000 | +304.3% | 2,185 | +328.4% | 0.05% | +318.2% |
| Q2 2022 | $23,000 | -14.8% | 510 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $27,000 | -6.9% | 510 | +100.0% | 0.01% | -8.3% |
| Q4 2021 | $29,000 | +7.4% | 255 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | +12.5% | 255 | +10.9% | 0.01% | +9.1% |
| Q2 2021 | $24,000 | +9.1% | 230 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,000 | +22.2% | 230 | +15.0% | 0.01% | +10.0% |
| Q4 2020 | $18,000 | +350.0% | 200 | +300.0% | 0.01% | +400.0% |
| Q3 2020 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $4,000 | – | 50 | – | 0.00% | – |
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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% |