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 | $3 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3 | -99.9% | 74 | -9.8% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 82 | -4.7% | 0.00% | -50.0% |
| Q1 2022 | $4,000 | 0.0% | 86 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -71.4% | 43 | -68.8% | 0.00% | -66.7% |
| Q3 2021 | $14,000 | 0.0% | 138 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 138 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 138 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 138 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 138 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $10,000 | +25.0% | 138 | 0.0% | 0.01% | +75.0% |
| Q1 2020 | $8,000 | -80.5% | 138 | -74.5% | 0.00% | -80.0% |
| Q4 2019 | $41,000 | -97.5% | 541 | -97.6% | 0.02% | -97.9% |
| Q3 2019 | $1,626,000 | -1.7% | 22,937 | -2.7% | 0.97% | -12.8% |
| Q2 2019 | $1,654,000 | -4.0% | 23,578 | -7.5% | 1.12% | -2.4% |
| Q1 2019 | $1,723,000 | +20.3% | 25,488 | +6.2% | 1.14% | +0.3% |
| Q4 2018 | $1,432,000 | – | 24,001 | – | 1.14% | – |
Download | ||||||
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% |