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 | $299,564 | -5.0% | 5,920 | -1.7% | 0.17% | -4.0% |
Q2 2023 | $315,277 | +8.6% | 6,020 | +0.3% | 0.18% | +6.0% |
Q1 2023 | $290,338 | +2.2% | 6,002 | -4.6% | 0.17% | -0.6% |
Q4 2022 | $284,054 | +21.9% | 6,291 | +14.2% | 0.17% | +9.9% |
Q3 2022 | $233,000 | -15.9% | 5,511 | -11.1% | 0.15% | -11.1% |
Q2 2022 | $277,000 | -16.8% | 6,198 | +0.3% | 0.17% | -2.3% |
Q1 2022 | $333,000 | -11.2% | 6,177 | +87.5% | 0.18% | -8.4% |
Q4 2021 | $375,000 | +7.8% | 3,294 | -1.6% | 0.19% | -7.3% |
Q3 2021 | $348,000 | 0.0% | 3,346 | 0.0% | 0.21% | -1.4% |
Q2 2021 | $348,000 | +2.1% | 3,346 | -5.7% | 0.21% | -5.9% |
Q1 2021 | $341,000 | +4.6% | 3,550 | -0.9% | 0.22% | -5.5% |
Q4 2020 | $326,000 | -15.3% | 3,584 | -25.0% | 0.24% | -29.9% |
Q3 2020 | $385,000 | -8.3% | 4,777 | -15.6% | 0.34% | -16.9% |
Q2 2020 | $420,000 | +10.2% | 5,663 | -9.0% | 0.40% | -11.4% |
Q1 2020 | $381,000 | -53.3% | 6,220 | -41.5% | 0.46% | -38.2% |
Q4 2019 | $816,000 | – | 10,630 | – | 0.74% | – |
Download |
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% |