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 | $405 | -97.0% | 8 | -96.9% | 0.00% | -100.0% |
| Q2 2023 | $13,511 | -9.3% | 258 | -16.2% | 0.00% | 0.0% |
| Q1 2023 | $14,898 | +7.1% | 308 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,906 | +7.0% | 308 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 308 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -17.6% | 308 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $17,000 | -5.6% | 308 | +100.0% | 0.01% | -16.7% |
| Q4 2021 | $18,000 | +12.5% | 154 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $16,000 | 0.0% | 154 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $16,000 | +6.7% | 154 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 154 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 154 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 154 | +2.7% | 0.01% | -14.3% |
| Q2 2020 | $11,000 | +22.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | +9.1% | 150 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $11,000 | +10.0% | 150 | 0.0% | 0.01% | -22.2% |
| Q1 2019 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | – | 150 | – | 0.01% | – |
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% |