Wade Financial Advisory, Inc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,465,445
-4.8%
89,578
-1.3%
1.91%
+2.9%
Q2 2023$4,691,189
+7.9%
90,739
-0.1%
1.86%
+1.8%
Q1 2023$4,345,870
+6.0%
90,823
-0.8%
1.83%
-1.7%
Q4 2022$4,100,644
+19.2%
91,512
+11.7%
1.86%
+7.8%
Q3 2022$3,440,000
-5.0%
81,922
-0.0%
1.72%
+0.3%
Q2 2022$3,621,000
+8.1%
81,937
+30.6%
1.72%
+19.5%
Q1 2022$3,350,000
+7.4%
62,743
+127.3%
1.44%
-11.4%
Q4 2021$3,119,000
+8.6%
27,601
-0.2%
1.62%
+0.1%
Q3 2021$2,873,000
-5.4%
27,659
-5.0%
1.62%
-2.6%
Q2 2021$3,037,000
+8.1%
29,128
+0.3%
1.66%
-6.2%
Q1 2021$2,810,000
+5.9%
29,055
-0.3%
1.78%
-0.2%
Q4 2020$2,653,000
+18.8%
29,157
+4.0%
1.78%
+1.1%
Q3 2020$2,234,000
+6.2%
28,047
-2.0%
1.76%
-3.2%
Q2 2020$2,103,000
-35.6%
28,629
-47.0%
1.82%
-44.2%
Q1 2020$3,263,000
+42.8%
54,003
+81.7%
3.26%
+61.3%
Q4 2019$2,285,00029,7172.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders