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 | $359,918 | -71.4% | 7,113 | -70.4% | 0.27% | -71.2% |
| Q2 2023 | $1,259,865 | +7.9% | 24,057 | -0.3% | 0.95% | +0.5% |
| Q1 2023 | $1,167,216 | +7.1% | 24,131 | 0.0% | 0.95% | -0.1% |
| Q4 2022 | $1,089,515 | +7.0% | 24,131 | +0.4% | 0.95% | -1.1% |
| Q3 2022 | $1,018,000 | +221.1% | 24,046 | +238.9% | 0.96% | +228.8% |
| Q2 2022 | $317,000 | -9.9% | 7,095 | +8.6% | 0.29% | +4.7% |
| Q1 2022 | $352,000 | -5.9% | 6,536 | +99.0% | 0.28% | -7.9% |
| Q4 2021 | $374,000 | – | 3,285 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |