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 | $3,141,928 | -13.3% | 62,093 | -10.3% | 2.04% | -16.9% |
Q2 2023 | $3,625,419 | +104048.8% | 69,227 | -3.8% | 2.46% | -24.8% |
Q1 2023 | $3,481 | +3.0% | 71,963 | -3.9% | 3.26% | +2.4% |
Q4 2022 | $3,381 | -99.9% | 74,884 | -4.2% | 3.19% | +10.1% |
Q3 2022 | $3,312,000 | +3.0% | 78,201 | +8.6% | 2.90% | +8.0% |
Q2 2022 | $3,216,000 | -20.1% | 72,012 | -3.7% | 2.68% | -3.9% |
Q1 2022 | $4,025,000 | -50.8% | 74,749 | -0.4% | 2.79% | -7.1% |
Q4 2021 | $8,187,000 | +114.7% | 75,076 | +104.8% | 3.00% | -2.2% |
Q3 2021 | $3,813,000 | +1.3% | 36,651 | +1.2% | 3.07% | +1.4% |
Q2 2021 | $3,764,000 | +10.3% | 36,205 | +1.9% | 3.03% | -4.1% |
Q1 2021 | $3,412,000 | +15.7% | 35,528 | +9.6% | 3.16% | +1.7% |
Q4 2020 | $2,949,000 | +51.9% | 32,428 | +23.8% | 3.10% | +5.8% |
Q3 2020 | $1,942,000 | 0.0% | 26,204 | 0.0% | 2.93% | 0.0% |
Q2 2020 | $1,942,000 | +55.9% | 26,204 | +28.8% | 2.93% | +9.5% |
Q1 2020 | $1,246,000 | -25.9% | 20,341 | -7.1% | 2.68% | -14.1% |
Q4 2019 | $1,681,000 | +16.2% | 21,888 | +7.3% | 3.12% | +5.1% |
Q3 2019 | $1,447,000 | +21.7% | 20,395 | +20.4% | 2.96% | +16.4% |
Q2 2019 | $1,189,000 | +52.2% | 16,935 | +46.6% | 2.55% | +86.5% |
Q1 2019 | $781,000 | +266.7% | 11,548 | +223.8% | 1.37% | +204.9% |
Q4 2018 | $213,000 | – | 3,566 | – | 0.45% | – |
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% |