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 | $10,245,305 | -15.1% | 202,476 | -12.1% | 1.12% | -14.0% |
| Q2 2023 | $12,062,035 | +7.5% | 230,323 | -0.7% | 1.30% | +1.3% |
| Q1 2023 | $11,219,682 | +9.0% | 231,955 | +1.7% | 1.28% | +1.3% |
| Q4 2022 | $10,292,727 | +36.2% | 227,967 | +27.8% | 1.26% | +22.5% |
| Q3 2022 | $7,556,000 | -16.7% | 178,422 | -12.2% | 1.03% | -14.2% |
| Q2 2022 | $9,071,000 | +141.7% | 203,120 | +191.5% | 1.20% | +159.8% |
| Q1 2022 | $3,753,000 | +22.6% | 69,692 | +159.1% | 0.46% | +23.1% |
| Q4 2021 | $3,061,000 | +9.4% | 26,896 | -0.0% | 0.38% | +3.3% |
| Q3 2021 | $2,799,000 | +2.1% | 26,903 | +2.0% | 0.36% | -0.3% |
| Q2 2021 | $2,742,000 | +6.9% | 26,372 | -1.2% | 0.36% | -3.7% |
| Q1 2021 | $2,564,000 | +6.6% | 26,703 | +0.9% | 0.38% | -4.1% |
| Q4 2020 | $2,406,000 | +16.4% | 26,456 | +3.2% | 0.40% | -0.8% |
| Q3 2020 | $2,067,000 | +7.7% | 25,637 | -1.0% | 0.40% | +1.8% |
| Q2 2020 | $1,919,000 | +6.5% | 25,903 | -12.0% | 0.39% | -2.2% |
| Q1 2020 | $1,802,000 | – | 29,427 | – | 0.40% | – |
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% |