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 | $3,529,967 | -4.2% | 69,762 | -0.8% | 0.58% | -1.9% |
| Q2 2023 | $3,683,810 | +5.5% | 70,341 | -2.6% | 0.59% | -4.1% |
| Q1 2023 | $3,492,573 | +9.3% | 72,205 | +2.0% | 0.62% | +1.7% |
| Q4 2022 | $3,196,687 | +39.1% | 70,801 | +30.5% | 0.61% | +23.2% |
| Q3 2022 | $2,298,000 | – | 54,264 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |