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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $4 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $4 | +33.3% | 74 | 0.0% | 0.00% | 0.0% |
| 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% | – |
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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% |