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 | $1,967,632 | -7.3% | 38,886 | -4.1% | 0.94% | -4.5% |
| Q2 2023 | $2,123,446 | +104.7% | 40,547 | +89.1% | 0.99% | +82.1% |
| Q1 2023 | $1,037,343 | +14.6% | 21,446 | +7.0% | 0.54% | +3.8% |
| Q4 2022 | $904,851 | -29.9% | 20,041 | -34.3% | 0.52% | -35.1% |
| Q3 2022 | $1,291,000 | -10.1% | 30,493 | -5.2% | 0.80% | -18.3% |
| Q2 2022 | $1,436,000 | – | 32,164 | – | 0.98% | – |
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% |