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 | $2,833,296 | -3.4% | 55,994 | 0.0% | 0.16% | +6.8% |
| Q2 2023 | $2,932,406 | +8.3% | 55,994 | 0.0% | 0.15% | +0.7% |
| Q1 2023 | $2,708,430 | +7.1% | 55,994 | 0.0% | 0.14% | +1.4% |
| Q4 2022 | $2,528,129 | +6.6% | 55,994 | 0.0% | 0.14% | -4.0% |
| Q3 2022 | $2,371,000 | -5.2% | 55,994 | -0.0% | 0.15% | +4.9% |
| Q2 2022 | $2,501,000 | -18.1% | 55,997 | -1.2% | 0.14% | -16.0% |
| Q1 2022 | $3,053,000 | -9.8% | 56,696 | +90.6% | 0.17% | -11.1% |
| Q4 2021 | $3,386,000 | +9.4% | 29,753 | +0.0% | 0.19% | +1.1% |
| Q3 2021 | $3,095,000 | – | 29,752 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |