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 | $5,714,081 | +1.1% | 112,927 | +4.6% | 0.18% | -1.1% |
| Q2 2023 | $5,653,494 | +6.9% | 107,953 | -1.2% | 0.18% | -1.1% |
| Q1 2023 | $5,287,735 | +8.6% | 109,318 | +1.4% | 0.18% | +0.6% |
| Q4 2022 | $4,867,183 | +22.8% | 107,800 | +15.2% | 0.18% | +9.2% |
| Q3 2022 | $3,962,000 | +1.6% | 93,563 | +7.2% | 0.16% | +3.2% |
| Q2 2022 | $3,898,000 | -2.1% | 87,272 | +18.1% | 0.16% | -7.1% |
| Q1 2022 | $3,980,000 | -8.5% | 73,912 | +93.4% | 0.17% | -10.1% |
| Q4 2021 | $4,349,000 | +5.9% | 38,212 | -3.2% | 0.19% | -7.8% |
| Q3 2021 | $4,107,000 | -0.7% | 39,481 | -0.7% | 0.20% | -2.8% |
| Q2 2021 | $4,135,000 | +9.6% | 39,774 | +1.2% | 0.21% | -0.9% |
| Q1 2021 | $3,773,000 | -0.1% | 39,295 | -5.4% | 0.21% | -8.2% |
| Q4 2020 | $3,778,000 | – | 41,542 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |