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 | $208,405 | +2.0% | 4,119 | +5.6% | 0.08% | -1.3% |
| Q2 2023 | $204,241 | +12.4% | 3,900 | +3.8% | 0.08% | -6.0% |
| Q1 2023 | $181,709 | +17.7% | 3,757 | +9.9% | 0.08% | -12.6% |
| Q4 2022 | $154,320 | +10.2% | 3,418 | +3.4% | 0.10% | -8.7% |
| Q3 2022 | $140,000 | -4.1% | 3,305 | +0.9% | 0.10% | -10.3% |
| Q2 2022 | $146,000 | -58.5% | 3,274 | -49.8% | 0.12% | -52.8% |
| Q1 2022 | $352,000 | +90.3% | 6,522 | +301.1% | 0.25% | +74.5% |
| Q4 2021 | $185,000 | +2.8% | 1,626 | +0.4% | 0.14% | -2.1% |
| Q3 2021 | $180,000 | +7.1% | 1,620 | +0.3% | 0.14% | +20.0% |
| Q2 2021 | $168,000 | +14.3% | 1,615 | +5.2% | 0.12% | +3.4% |
| Q1 2021 | $147,000 | +5.8% | 1,535 | +0.3% | 0.12% | -12.1% |
| Q4 2020 | $139,000 | -9.7% | 1,531 | -30.7% | 0.13% | +28.2% |
| Q3 2018 | $154,000 | +7.7% | 2,210 | +0.3% | 0.10% | 0.0% |
| Q2 2018 | $143,000 | +2.9% | 2,204 | 0.0% | 0.10% | -2.8% |
| Q1 2018 | $139,000 | +20.9% | 2,204 | +0.3% | 0.11% | +23.3% |
| Q4 2017 | $115,000 | – | 2,198 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |