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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $301,000 | -3.8% | 4,720 | -9.6% | 0.09% | -2.3% |
| Q3 2017 | $313,000 | -0.9% | 5,220 | -4.6% | 0.09% | +1.1% |
| Q2 2017 | $316,000 | -15.7% | 5,470 | -18.0% | 0.09% | -17.9% |
| Q1 2017 | $375,000 | +6.5% | 6,670 | +0.8% | 0.11% | 0.0% |
| Q4 2016 | $352,000 | +2.0% | 6,615 | -1.1% | 0.11% | -7.8% |
| Q3 2016 | $345,000 | -0.6% | 6,690 | -4.0% | 0.12% | -0.9% |
| Q2 2016 | $347,000 | -2.8% | 6,971 | -4.7% | 0.12% | -4.1% |
| Q1 2016 | $357,000 | +1.1% | 7,318 | +0.5% | 0.12% | -3.2% |
| Q4 2015 | $353,000 | +6.6% | 7,278 | +0.5% | 0.12% | -2.3% |
| Q3 2015 | $331,000 | -15.3% | 7,243 | -8.7% | 0.13% | -10.5% |
| Q2 2015 | $391,000 | -0.5% | 7,935 | 0.0% | 0.14% | -0.7% |
| Q1 2015 | $393,000 | – | 7,935 | – | 0.14% | – |
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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% |