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 | $123,110 | -22.7% | 2,433 | -20.0% | 0.08% | -18.3% |
| Q2 2023 | $159,205 | +8.0% | 3,040 | -0.2% | 0.09% | -3.1% |
| Q1 2023 | $147,383 | +7.1% | 3,047 | 0.0% | 0.10% | -5.0% |
| Q4 2022 | $137,572 | +6.6% | 3,047 | +0.2% | 0.10% | +1.0% |
| Q3 2022 | $129,000 | -4.4% | 3,042 | +0.3% | 0.10% | +9.9% |
| Q2 2022 | $135,000 | -17.2% | 3,033 | +0.0% | 0.09% | +3.4% |
| Q1 2022 | $163,000 | -5.8% | 3,032 | +100.0% | 0.09% | +37.5% |
| Q4 2021 | $173,000 | +9.5% | 1,516 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $158,000 | 0.0% | 1,516 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $158,000 | +8.2% | 1,516 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $146,000 | +5.8% | 1,516 | 0.0% | 0.06% | +8.5% |
| Q4 2020 | $138,000 | +8.7% | 1,516 | -4.0% | 0.06% | -6.3% |
| Q3 2020 | $127,000 | +4.1% | 1,579 | -3.9% | 0.06% | -8.7% |
| Q2 2020 | $122,000 | +20.8% | 1,643 | -0.2% | 0.07% | -19.8% |
| Q1 2020 | $101,000 | +38.4% | 1,646 | +74.0% | 0.09% | +43.3% |
| Q4 2019 | $73,000 | – | 946 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |