SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,146 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $18,252,963 | +5.4% | 294,118 | -4.2% | 11.72% | -2.6% |
| Q4 2023 | $17,315,121 | +9.3% | 307,006 | -1.9% | 12.03% | -3.1% |
| Q3 2023 | $15,836,755 | -3.6% | 312,980 | -0.2% | 12.41% | -0.2% |
| Q2 2023 | $16,428,555 | +7.6% | 313,701 | -0.6% | 12.43% | +6.0% |
| Q1 2023 | $15,265,316 | +10.6% | 315,595 | +3.2% | 11.73% | +3.3% |
| Q4 2022 | $13,801,107 | – | 305,672 | – | 11.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |