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 | $412,289 | -22.0% | 8,148 | -19.3% | 0.12% | -17.9% |
| Q2 2023 | $528,622 | +13.3% | 10,094 | +4.6% | 0.14% | +8.5% |
| Q1 2023 | $466,673 | +157.5% | 9,648 | +140.4% | 0.13% | +143.4% |
| Q4 2022 | $181,232 | +47.3% | 4,014 | +38.4% | 0.05% | +29.3% |
| Q3 2022 | $123,000 | -5.4% | 2,900 | 0.0% | 0.04% | -4.7% |
| Q2 2022 | $130,000 | -16.7% | 2,900 | 0.0% | 0.04% | -12.2% |
| Q1 2022 | $156,000 | +20.9% | 2,900 | +156.9% | 0.05% | +19.5% |
| Q4 2021 | $129,000 | +1.6% | 1,129 | -7.2% | 0.04% | -8.9% |
| Q3 2021 | $127,000 | 0.0% | 1,216 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $127,000 | +8.5% | 1,216 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $117,000 | +5.4% | 1,216 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $111,000 | +12.1% | 1,216 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $99,000 | +8.8% | 1,216 | 0.0% | 0.05% | +4.5% |
| Q2 2020 | $91,000 | +21.3% | 1,216 | 0.0% | 0.04% | -12.0% |
| Q1 2020 | $75,000 | -20.2% | 1,216 | 0.0% | 0.05% | -18.0% |
| Q4 2019 | $94,000 | – | 1,216 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |