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 | $294,201 | +0.1% | 4,579 | -3.3% | 0.06% | -1.5% |
| Q1 2024 | $293,978 | +28.2% | 4,737 | +16.5% | 0.06% | +18.2% |
| Q4 2023 | $229,323 | +17.5% | 4,066 | +5.4% | 0.06% | +7.8% |
| Q3 2023 | $195,114 | -7.9% | 3,856 | -4.6% | 0.05% | -8.9% |
| Q2 2023 | $211,784 | +17.5% | 4,044 | +8.6% | 0.06% | +12.0% |
| Q1 2023 | $180,178 | +5.6% | 3,725 | -1.4% | 0.05% | 0.0% |
| Q4 2022 | $170,577 | +64.0% | 3,778 | +54.3% | 0.05% | +61.3% |
| Q3 2022 | $104,000 | 0.0% | 2,449 | +5.4% | 0.03% | 0.0% |
| Q2 2022 | $104,000 | +38.7% | 2,323 | +65.9% | 0.03% | +55.0% |
| Q1 2022 | $75,000 | -6.2% | 1,400 | +100.0% | 0.02% | -4.8% |
| Q4 2021 | $80,000 | +1042.9% | 700 | +993.8% | 0.02% | +950.0% |
| Q3 2021 | $7,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | – | 64 | – | 0.00% | – |
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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% |