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 | $2,156,572 | -3.4% | 42,620 | 0.0% | 0.31% | +1.0% |
| Q2 2023 | $2,232,009 | +8.3% | 42,620 | 0.0% | 0.30% | -1.6% |
| Q1 2023 | $2,061,529 | +200.4% | 42,620 | +180.4% | 0.31% | +162.7% |
| Q4 2022 | $686,370 | -98.8% | 15,202 | -98.9% | 0.12% | -98.5% |
| Q3 2022 | $57,247,000 | +857.0% | 1,351,772 | +909.2% | 7.83% | +544.2% |
| Q2 2022 | $5,982,000 | -54.8% | 133,947 | -39.6% | 1.22% | -83.0% |
| Q4 2018 | $13,244,000 | – | 221,846 | – | 7.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |