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 | $4,191,913 | -3.0% | 82,844 | +0.4% | 0.58% | -6.3% |
Q2 2023 | $4,323,114 | +15.7% | 82,549 | +6.8% | 0.62% | +2.2% |
Q1 2023 | $3,737,601 | +7.5% | 77,271 | +0.4% | 0.60% | -23.7% |
Q4 2022 | $3,475,439 | +7.1% | 76,975 | +0.4% | 0.79% | -8.5% |
Q3 2022 | $3,245,000 | -4.8% | 76,633 | +0.4% | 0.86% | +43.1% |
Q2 2022 | $3,408,000 | -17.1% | 76,302 | 0.0% | 0.60% | -6.1% |
Q1 2022 | $4,109,000 | -8.0% | 76,302 | +94.5% | 0.64% | +19.8% |
Q4 2021 | $4,465,000 | – | 39,225 | – | 0.54% | – |
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% |