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 | $1,117,251 | +0.3% | 22,080 | +3.9% | 0.11% | -1.8% |
| Q2 2023 | $1,113,408 | +8.3% | 21,260 | +0.0% | 0.11% | -2.7% |
| Q1 2023 | $1,028,196 | +7.2% | 21,257 | +0.0% | 0.11% | -2.6% |
| Q4 2022 | $959,584 | +0.9% | 21,253 | +0.0% | 0.12% | -3.3% |
| Q3 2022 | $951,000 | -0.2% | 21,249 | +0.0% | 0.12% | -11.1% |
| Q2 2022 | $953,000 | -43.4% | 21,245 | -32.1% | 0.14% | -45.6% |
| Q1 2022 | $1,685,000 | -5.3% | 31,299 | +100.2% | 0.25% | -15.1% |
| Q4 2021 | $1,779,000 | +61.0% | 15,634 | +47.2% | 0.29% | +46.7% |
| Q3 2021 | $1,105,000 | +1.1% | 10,618 | +1.0% | 0.20% | -21.3% |
| Q2 2021 | $1,093,000 | +8.2% | 10,516 | +0.0% | 0.25% | -44.0% |
| Q1 2021 | $1,010,000 | +9.4% | 10,515 | +3.6% | 0.45% | -42.9% |
| Q4 2020 | $923,000 | -1.5% | 10,152 | -12.6% | 0.79% | +5.3% |
| Q3 2020 | $937,000 | +5.3% | 11,618 | -3.3% | 0.75% | -18.8% |
| Q2 2020 | $890,000 | +20.9% | 12,016 | -0.0% | 0.92% | -24.0% |
| Q1 2020 | $736,000 | -17.8% | 12,022 | +3.1% | 1.22% | +21.2% |
| Q4 2019 | $895,000 | – | 11,658 | – | 1.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |