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 | $9,764,786 | -46.4% | 192,980 | -44.5% | 2.74% | +8.2% |
| Q2 2023 | $18,207,514 | +180.1% | 347,670 | +141.4% | 2.54% | +29.0% |
| Q1 2023 | $6,501,335 | 0.0% | 143,994 | 0.0% | 1.96% | 0.0% |
| Q4 2022 | $6,501,335 | +9.3% | 143,994 | +2.5% | 1.96% | +0.3% |
| Q3 2022 | $5,949,000 | +0.7% | 140,469 | +6.2% | 1.96% | +7.0% |
| Q2 2022 | $5,906,000 | -57.7% | 132,233 | -49.0% | 1.83% | -3.3% |
| Q1 2022 | $13,964,000 | +102.5% | 259,332 | +328.0% | 1.89% | +2.7% |
| Q4 2021 | $6,897,000 | +13.0% | 60,596 | +3.3% | 1.84% | +9.0% |
| Q3 2021 | $6,102,000 | – | 58,656 | – | 1.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |