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 | $326 | +31.5% | 6,446 | +36.4% | 0.00% | 0.0% |
| Q2 2023 | $248 | +15.3% | 4,727 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $215 | +7.0% | 4,446 | 0.0% | 0.00% | – |
| Q4 2022 | $201 | -99.9% | 4,446 | 0.0% | 0.00% | – |
| Q3 2022 | $188,000 | -5.5% | 4,446 | 0.0% | 0.00% | – |
| Q2 2022 | $199,000 | -26.8% | 4,446 | -11.8% | 0.00% | -100.0% |
| Q1 2022 | $272,000 | -33.2% | 5,042 | +40.9% | 0.00% | 0.0% |
| Q4 2021 | $407,000 | +188.7% | 3,579 | +163.9% | 0.00% | – |
| Q3 2021 | $141,000 | 0.0% | 1,356 | 0.0% | 0.00% | – |
| Q2 2021 | $141,000 | +8.5% | 1,356 | 0.0% | 0.00% | – |
| Q1 2021 | $130,000 | +5.7% | 1,356 | 0.0% | 0.00% | – |
| Q4 2020 | $123,000 | -18.0% | 1,356 | -26.9% | 0.00% | – |
| Q3 2020 | $150,000 | +50.0% | 1,856 | +36.9% | 0.00% | – |
| Q2 2020 | $100,000 | +20.5% | 1,356 | +0.2% | 0.00% | – |
| Q1 2020 | $83,000 | +730.0% | 1,353 | +560.0% | 0.00% | – |
| Q1 2016 | $10,000 | – | 205 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |