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 | $7,369,940 | -3.4% | 145,651 | +0.0% | 3.54% | +1.0% |
Q2 2023 | $7,626,136 | +7.9% | 145,620 | -0.3% | 3.51% | +4.8% |
Q1 2023 | $7,065,490 | +10.7% | 146,072 | +3.3% | 3.35% | +5.8% |
Q4 2022 | $6,383,189 | -7.6% | 141,377 | -13.3% | 3.16% | -6.6% |
Q3 2022 | $6,906,000 | -5.1% | 163,080 | +0.0% | 3.39% | -3.0% |
Q2 2022 | $7,280,000 | -15.4% | 163,012 | +2.1% | 3.49% | +0.7% |
Q1 2022 | $8,601,000 | +1.2% | 159,724 | +114.0% | 3.47% | +27.3% |
Q4 2021 | $8,497,000 | +9.4% | 74,650 | +0.0% | 2.72% | +2.6% |
Q3 2021 | $7,765,000 | +7.0% | 74,640 | +6.9% | 2.66% | +11.9% |
Q2 2021 | $7,260,000 | +15.7% | 69,830 | +6.9% | 2.37% | +0.4% |
Q1 2021 | $6,273,000 | +5.8% | 65,320 | +0.2% | 2.36% | -22.7% |
Q4 2020 | $5,930,000 | +12.7% | 65,201 | -0.1% | 3.06% | +3.6% |
Q3 2020 | $5,262,000 | +10.4% | 65,257 | +1.5% | 2.95% | -1.6% |
Q2 2020 | $4,765,000 | +19.6% | 64,298 | -1.2% | 3.00% | +0.8% |
Q1 2020 | $3,984,000 | -29.4% | 65,053 | -11.4% | 2.98% | -34.7% |
Q4 2019 | $5,641,000 | +9.2% | 73,443 | +0.8% | 4.56% | +16.6% |
Q3 2019 | $5,166,000 | +1.4% | 72,828 | +0.3% | 3.91% | -0.9% |
Q2 2019 | $5,094,000 | +7.3% | 72,575 | +3.4% | 3.94% | +2.8% |
Q1 2019 | $4,746,000 | +31.5% | 70,201 | +16.1% | 3.84% | -6.1% |
Q4 2018 | $3,610,000 | – | 60,469 | – | 4.09% | – |
Download |
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% |