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 | $3,163,512 | -3.4% | 62,520 | 0.0% | 0.10% | -5.0% |
| Q2 2023 | $3,274,172 | +8.3% | 62,520 | 0.0% | 0.10% | -4.8% |
| Q1 2023 | $3,024,092 | +205.0% | 62,520 | +184.7% | 0.10% | +156.1% |
| Q4 2022 | $991,404 | +0.0% | 21,958 | -6.2% | 0.04% | -8.9% |
| Q3 2022 | $991,000 | +17.7% | 23,412 | +24.2% | 0.04% | +15.4% |
| Q2 2022 | $842,000 | -17.9% | 18,846 | -1.0% | 0.04% | -22.0% |
| Q1 2022 | $1,025,000 | -5.4% | 19,036 | +100.0% | 0.05% | -21.9% |
| Q4 2021 | $1,083,000 | +9.4% | 9,518 | 0.0% | 0.06% | -28.1% |
| Q3 2021 | $990,000 | 0.0% | 9,518 | 0.0% | 0.09% | -14.4% |
| Q2 2021 | $990,000 | +8.3% | 9,518 | 0.0% | 0.10% | -24.6% |
| Q1 2021 | $914,000 | +5.5% | 9,518 | 0.0% | 0.14% | -26.6% |
| Q4 2020 | $866,000 | +12.9% | 9,518 | 0.0% | 0.19% | -12.6% |
| Q3 2020 | $767,000 | +8.8% | 9,518 | 0.0% | 0.22% | -32.8% |
| Q2 2020 | $705,000 | – | 9,518 | – | 0.32% | – |
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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% |