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 | $460,814 | -5.5% | 9,107 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $487,771 | +10.7% | 9,107 | 0.0% | 0.09% | +2.2% |
| Q1 2023 | $440,506 | -46.9% | 9,107 | -50.5% | 0.09% | -49.4% |
| Q4 2022 | $830,263 | -30.8% | 18,389 | -35.0% | 0.18% | -33.1% |
| Q3 2022 | $1,199,000 | -5.5% | 28,308 | -0.4% | 0.27% | -3.9% |
| Q2 2022 | $1,269,000 | -23.5% | 28,410 | -7.8% | 0.28% | -13.3% |
| Q1 2022 | $1,659,000 | +8.9% | 30,809 | +130.2% | 0.32% | +9.9% |
| Q4 2021 | $1,523,000 | +14.8% | 13,381 | +4.9% | 0.29% | +10.5% |
| Q3 2021 | $1,327,000 | -23.7% | 12,753 | -23.8% | 0.27% | -20.1% |
| Q2 2021 | $1,739,000 | +23.5% | 16,728 | +14.1% | 0.33% | +13.3% |
| Q1 2021 | $1,408,000 | -3.7% | 14,664 | -8.8% | 0.29% | -3.6% |
| Q4 2020 | $1,462,000 | – | 16,073 | – | 0.30% | – |
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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% |