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 | $3,273,033 | +1.6% | 64,685 | +5.1% | 0.28% | +0.7% |
Q2 2023 | $3,222,908 | +4.5% | 61,541 | -3.4% | 0.28% | -4.2% |
Q1 2023 | $3,082,790 | +7.2% | 63,733 | +0.1% | 0.29% | -2.4% |
Q4 2022 | $2,875,688 | -37.3% | 63,692 | -40.4% | 0.29% | +11.8% |
Q3 2022 | $4,586,000 | -3.0% | 106,897 | +1.4% | 0.26% | -3.0% |
Q2 2022 | $4,728,000 | -17.0% | 105,406 | -0.4% | 0.27% | -1.8% |
Q1 2022 | $5,697,000 | +68.1% | 105,813 | +255.4% | 0.28% | -17.6% |
Q4 2021 | $3,390,000 | +18.6% | 29,777 | +8.2% | 0.34% | +13.9% |
Q2 2021 | $2,858,000 | +21.8% | 27,508 | +12.5% | 0.29% | -6.7% |
Q1 2021 | $2,347,000 | +5.1% | 24,444 | -0.4% | 0.32% | -4.0% |
Q4 2020 | $2,233,000 | +11.8% | 24,547 | -0.9% | 0.33% | +0.6% |
Q3 2020 | $1,998,000 | +4.4% | 24,782 | -3.9% | 0.33% | -6.1% |
Q2 2020 | $1,914,000 | +13.5% | 25,797 | -6.3% | 0.35% | -10.3% |
Q1 2020 | $1,687,000 | -18.1% | 27,517 | +2.6% | 0.39% | +24.0% |
Q4 2019 | $2,061,000 | +6.9% | 26,828 | -1.4% | 0.31% | -22.2% |
Q3 2019 | $1,928,000 | -1.3% | 27,219 | -2.2% | 0.40% | +56.0% |
Q2 2019 | $1,954,000 | +3.2% | 27,834 | -0.5% | 0.26% | -39.0% |
Q1 2019 | $1,893,000 | +12.2% | 27,984 | -1.0% | 0.42% | -7.3% |
Q4 2018 | $1,687,000 | – | 28,254 | – | 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% |