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 | $28,857 | -0.4% | 570,299 | +3.0% | 7.53% | +0.8% |
| Q2 2023 | $28,984 | +8.9% | 553,454 | +0.5% | 7.47% | +4.2% |
| Q1 2023 | $26,627 | +9.1% | 550,481 | +1.9% | 7.17% | +16.1% |
| Q4 2022 | $24,395 | -99.9% | 540,316 | -0.6% | 6.18% | -5.9% |
| Q3 2022 | $23,027,000 | -6.0% | 543,730 | -0.8% | 6.56% | -2.9% |
| Q2 2022 | $24,487,000 | -19.3% | 548,307 | -2.8% | 6.76% | -9.9% |
| Q1 2022 | $30,361,000 | -7.1% | 563,814 | +96.5% | 7.50% | -5.3% |
| Q4 2021 | $32,664,000 | +8.9% | 286,981 | -0.4% | 7.92% | +3.2% |
| Q3 2021 | $29,988,000 | -27.4% | 288,261 | -27.5% | 7.68% | -29.0% |
| Q2 2021 | $41,313,000 | +5.3% | 397,356 | -2.7% | 10.80% | +0.8% |
| Q1 2021 | $39,233,000 | +4.2% | 408,551 | -1.3% | 10.71% | +1.2% |
| Q4 2020 | $37,659,000 | +11.8% | 414,058 | -0.9% | 10.59% | +7.0% |
| Q3 2020 | $33,696,000 | +9.8% | 417,912 | +0.9% | 9.89% | +26.5% |
| Q2 2020 | $30,701,000 | +14.0% | 414,320 | -5.8% | 7.82% | +7.6% |
| Q1 2020 | $26,929,000 | -21.2% | 439,650 | -1.2% | 7.27% | -0.2% |
| Q4 2019 | $34,188,000 | +9.5% | 445,099 | +1.1% | 7.29% | +5.0% |
| Q3 2019 | $31,234,000 | +1.4% | 440,343 | +0.3% | 6.94% | -10.2% |
| Q2 2019 | $30,800,000 | – | 438,815 | – | 7.73% | – |
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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% |