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 | $95,735 | -3.4% | 1,892 | 0.0% | 0.04% | -2.4% |
Q2 2023 | $99,084 | +107600.0% | 1,892 | 0.0% | 0.04% | -2.4% |
Q1 2023 | $92 | +8.2% | 1,892 | 0.0% | 0.04% | +2.4% |
Q4 2022 | $85 | -99.7% | 1,892 | +169.1% | 0.04% | +70.8% |
Q3 2022 | $30,000 | -92.0% | 703 | -91.7% | 0.02% | -84.6% |
Q2 2022 | $377,000 | +129.9% | 8,453 | +177.9% | 0.16% | +147.6% |
Q1 2022 | $164,000 | +23.3% | 3,042 | +159.8% | 0.06% | +8.6% |
Q4 2021 | $133,000 | +1.5% | 1,171 | -6.9% | 0.06% | -3.3% |
Q3 2021 | $131,000 | 0.0% | 1,258 | 0.0% | 0.06% | -4.8% |
Q2 2021 | $131,000 | +8.3% | 1,258 | 0.0% | 0.06% | +14.5% |
Q1 2021 | $121,000 | -1.6% | 1,258 | -7.5% | 0.06% | -1.8% |
Q4 2020 | $123,000 | -22.2% | 1,360 | -30.6% | 0.06% | -37.1% |
Q3 2020 | $158,000 | -16.4% | 1,959 | -23.3% | 0.09% | -23.9% |
Q2 2020 | $189,000 | +1.6% | 2,553 | +5.6% | 0.12% | -3.3% |
Q4 2019 | $186,000 | – | 2,418 | – | 0.12% | – |
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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% |