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 | $448,980 | -17.6% | 6,988 | -20.5% | 0.09% | -23.1% |
| Q1 2024 | $545,197 | +18.6% | 8,785 | +7.8% | 0.12% | +11.4% |
| Q4 2023 | $459,547 | +11.5% | 8,148 | 0.0% | 0.10% | -8.7% |
| 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% | – |
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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% |