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 | $974,404 | -5.1% | 19,257 | -1.8% | 0.10% | -3.1% |
| Q2 2023 | $1,027,028 | +15.4% | 19,611 | +6.6% | 0.10% | +5.4% |
| Q1 2023 | $890,153 | -1.7% | 18,403 | -8.2% | 0.09% | -5.1% |
| Q4 2022 | $905,258 | +6.6% | 20,050 | 0.0% | 0.10% | +4.3% |
| Q3 2022 | $849,000 | -13.2% | 20,050 | -8.5% | 0.09% | -7.8% |
| Q2 2022 | $978,000 | -17.3% | 21,903 | -0.2% | 0.10% | -3.8% |
| Q1 2022 | $1,182,000 | – | 21,956 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |