SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,146 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $36,467 | +3.5% | 568 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $35,224 | +10.4% | 568 | +0.4% | 0.02% | -8.3% |
| Q4 2023 | $31,911 | +11.9% | 566 | +0.5% | 0.02% | 0.0% |
| Q3 2023 | $28,512 | -3.0% | 563 | +0.4% | 0.02% | +9.1% |
| Q2 2023 | $29,398 | +8.7% | 561 | +0.4% | 0.02% | +4.8% |
| Q1 2023 | $27,053 | +7.5% | 559 | +0.4% | 0.02% | +10.5% |
| Q4 2022 | $25,154 | +9.4% | 557 | +0.4% | 0.02% | -5.0% |
| Q3 2022 | $23,000 | -8.0% | 555 | +0.5% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 552 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -3.2% | 550 | +100.7% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 274 | +0.4% | 0.02% | -4.8% |
| Q3 2021 | $28,000 | 0.0% | 273 | +0.4% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +7.7% | 272 | +0.4% | 0.02% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 271 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 271 | +0.4% | 0.02% | +5.0% |
| Q3 2020 | $22,000 | +10.0% | 270 | +0.7% | 0.02% | -9.1% |
| Q2 2020 | $20,000 | +25.0% | 268 | +0.4% | 0.02% | +15.8% |
| Q1 2020 | $16,000 | -20.0% | 267 | +0.8% | 0.02% | -9.5% |
| Q4 2019 | $20,000 | – | 265 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |