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 2018 | $1,181,000 | -30.1% | 16,982 | -34.7% | 0.01% | -40.0% |
| Q2 2018 | $1,689,000 | +302.1% | 25,989 | +271.6% | 0.02% | +275.0% |
| Q3 2017 | $420,000 | +19.0% | 6,994 | +14.4% | 0.00% | +33.3% |
| Q2 2017 | $353,000 | -94.9% | 6,116 | -95.0% | 0.00% | -95.1% |
| Q1 2017 | $6,860,000 | +296.8% | 121,911 | +275.6% | 0.06% | +306.7% |
| Q4 2016 | $1,729,000 | +84.9% | 32,456 | +68.6% | 0.02% | +114.3% |
| Q4 2015 | $935,000 | -31.0% | 19,254 | -30.4% | 0.01% | 0.0% |
| Q4 2014 | $1,356,000 | +199.3% | 27,652 | +186.8% | 0.01% | +133.3% |
| Q3 2014 | $453,000 | +323.4% | 9,641 | +244.3% | 0.00% | +200.0% |
| Q2 2013 | $107,000 | – | 2,800 | – | 0.00% | – |
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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% |