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 | $10,672,776 | +6.8% | 166,113 | +2.6% | 3.04% | +4.2% |
Q1 2024 | $9,996,023 | +12.4% | 161,879 | +6.7% | 2.92% | +9.3% |
Q4 2023 | $8,893,166 | +33.4% | 151,735 | +15.2% | 2.67% | +22.4% |
Q3 2023 | $6,664,932 | +7.6% | 131,718 | +11.4% | 2.18% | +14.1% |
Q2 2023 | $6,191,331 | +16.0% | 118,223 | +7.1% | 1.91% | +18.3% |
Q1 2023 | $5,339,630 | +7.9% | 110,391 | +2.2% | 1.61% | +31.4% |
Q4 2022 | $4,949,284 | +5.3% | 108,063 | -1.1% | 1.23% | -3.2% |
Q3 2022 | $4,698,000 | +11.8% | 109,221 | +16.1% | 1.27% | +16.0% |
Q2 2022 | $4,201,000 | -6.4% | 94,066 | -0.3% | 1.09% | -6.3% |
Q1 2022 | $4,486,000 | -14.9% | 94,313 | +103.7% | 1.17% | -4.3% |
Q4 2021 | $5,271,000 | +13.1% | 46,306 | +3.4% | 1.22% | +21.0% |
Q3 2021 | $4,660,000 | +2.0% | 44,798 | +6.0% | 1.01% | +10.0% |
Q2 2021 | $4,569,000 | +7.9% | 42,269 | +0.5% | 0.92% | +9.4% |
Q1 2021 | $4,236,000 | +17.3% | 42,053 | +5.9% | 0.84% | +8.5% |
Q4 2020 | $3,611,000 | +10.9% | 39,699 | +5.1% | 0.77% | +6.8% |
Q3 2020 | $3,256,000 | +5.6% | 37,763 | -0.7% | 0.72% | +12.6% |
Q2 2020 | $3,083,000 | +73.8% | 38,032 | +31.3% | 0.64% | +60.5% |
Q1 2020 | $1,774,000 | -1.2% | 28,969 | +23.9% | 0.40% | -7.8% |
Q4 2019 | $1,795,000 | +14.7% | 23,375 | +6.0% | 0.43% | +17.0% |
Q3 2019 | $1,565,000 | +0.7% | 22,061 | -0.3% | 0.37% | -8.6% |
Q2 2019 | $1,554,000 | +4.9% | 22,134 | +1.1% | 0.41% | -1.5% |
Q1 2019 | $1,481,000 | +20.9% | 21,904 | +6.8% | 0.41% | -22.0% |
Q4 2018 | $1,225,000 | -60.4% | 20,515 | -53.8% | 0.53% | -35.5% |
Q3 2018 | $3,090,000 | +125.5% | 44,416 | +110.7% | 0.82% | -27.2% |
Q2 2018 | $1,370,000 | +3.9% | 21,080 | +0.9% | 1.12% | +14.2% |
Q1 2018 | $1,318,000 | +16.9% | 20,888 | +18.2% | 0.98% | +4.1% |
Q4 2017 | $1,127,000 | +232.4% | 17,670 | +213.3% | 0.95% | -35.0% |
Q3 2017 | $339,000 | – | 5,640 | – | 1.46% | – |
Download |
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% |