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 | $4,947,584 | -5.4% | 97,778 | -2.1% | 2.42% | +1.0% |
| Q2 2023 | $5,227,911 | +9.0% | 99,826 | +0.7% | 2.39% | +8.1% |
| Q1 2023 | $4,796,007 | +6.1% | 99,153 | -1.0% | 2.22% | -5.0% |
| Q4 2022 | $4,520,053 | +9.0% | 100,112 | +2.2% | 2.33% | +8.7% |
| Q3 2022 | $4,147,000 | -7.9% | 97,917 | -2.9% | 2.14% | -1.2% |
| Q2 2022 | $4,503,000 | -17.5% | 100,821 | -0.5% | 2.17% | -8.0% |
| Q1 2022 | $5,457,000 | -2.0% | 101,328 | +107.2% | 2.36% | -4.3% |
| Q4 2021 | $5,567,000 | -0.9% | 48,907 | -9.4% | 2.47% | -7.8% |
| Q3 2021 | $5,615,000 | -14.7% | 53,979 | -14.8% | 2.68% | -15.9% |
| Q2 2021 | $6,586,000 | -4.6% | 63,348 | -11.9% | 3.18% | -9.4% |
| Q1 2021 | $6,907,000 | +7.0% | 71,922 | +1.3% | 3.51% | +0.7% |
| Q4 2020 | $6,456,000 | +11.0% | 70,980 | -1.6% | 3.49% | -1.4% |
| Q3 2020 | $5,817,000 | +4.3% | 72,144 | -4.1% | 3.54% | -1.4% |
| Q2 2020 | $5,576,000 | +16.8% | 75,244 | -3.5% | 3.59% | -0.8% |
| Q1 2020 | $4,775,000 | -40.4% | 77,952 | -25.3% | 3.62% | -31.3% |
| Q4 2019 | $8,012,000 | +11.4% | 104,309 | +2.9% | 5.26% | +4.4% |
| Q3 2019 | $7,191,000 | +14.1% | 101,383 | +12.9% | 5.04% | +8.3% |
| Q2 2019 | $6,303,000 | +9.2% | 89,805 | +5.2% | 4.66% | +9.4% |
| Q1 2019 | $5,772,000 | +8.0% | 85,378 | -4.6% | 4.26% | -9.8% |
| Q4 2018 | $5,343,000 | – | 89,502 | – | 4.72% | – |
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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% |