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% | – |
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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% |