SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,840,018 | -3.4% | 36,364 | 0.0% | 0.76% | -6.5% |
| Q2 2023 | $1,904,383 | +6.5% | 36,364 | -1.6% | 0.82% | -5.5% |
| Q1 2023 | $1,788,191 | +7.0% | 36,969 | +3.4% | 0.86% | -1.9% |
| Q4 2022 | $1,671,609 | +78.2% | 35,764 | +61.4% | 0.88% | +69.9% |
| Q3 2022 | $938,000 | -4.9% | 22,152 | +0.3% | 0.52% | -0.4% |
| Q2 2022 | $986,000 | -26.4% | 22,082 | -11.3% | 0.52% | -8.9% |
| Q1 2022 | $1,340,000 | -5.6% | 24,882 | +99.5% | 0.57% | +17.7% |
| Q4 2021 | $1,420,000 | +14.3% | 12,474 | +10.4% | 0.49% | -12.3% |
| Q3 2021 | $1,242,000 | +5.5% | 11,298 | +1.5% | 0.55% | -4.2% |
| Q2 2021 | $1,177,000 | +18.5% | 11,131 | +7.7% | 0.58% | -0.9% |
| Q1 2021 | $993,000 | +3.0% | 10,339 | -0.6% | 0.58% | -7.5% |
| Q4 2020 | $964,000 | +13.0% | 10,405 | -0.0% | 0.63% | -5.5% |
| Q3 2020 | $853,000 | -8.2% | 10,407 | -34.1% | 0.67% | -44.3% |
| Q1 2020 | $929,000 | -18.5% | 15,788 | +6.4% | 1.20% | +10.8% |
| Q4 2019 | $1,140,000 | – | 14,836 | – | 1.08% | – |
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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% |