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 | $393,111 | -3.4% | 7,769 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $406,863 | +8.3% | 7,769 | 0.0% | 0.06% | +3.6% |
| Q1 2023 | $375,787 | +7.1% | 7,769 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $350,770 | +9.3% | 7,769 | +2.5% | 0.06% | -1.8% |
| Q3 2022 | $321,000 | +47.2% | 7,577 | +87.1% | 0.06% | +75.0% |
| Q1 2022 | $218,000 | -23.8% | 4,050 | +60.9% | 0.03% | -25.6% |
| Q4 2021 | $286,000 | +9.2% | 2,517 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $262,000 | -1.1% | 2,517 | -1.3% | 0.04% | 0.0% |
| Q2 2021 | $265,000 | +8.2% | 2,550 | 0.0% | 0.04% | +5.1% |
| Q1 2021 | $245,000 | -0.4% | 2,550 | -5.9% | 0.04% | -2.5% |
| Q4 2020 | $246,000 | +6.5% | 2,709 | -5.3% | 0.04% | -9.1% |
| Q3 2020 | $231,000 | +9.0% | 2,860 | 0.0% | 0.04% | +4.8% |
| Q2 2020 | $212,000 | -47.7% | 2,860 | -45.7% | 0.04% | -45.5% |
| Q4 2019 | $405,000 | – | 5,268 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |