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 ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |