SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $963,475 | -15.9% | 19,041 | -13.0% | 0.00% | 0.0% |
| Q2 2023 | $1,146,222 | +8.3% | 21,887 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,058,674 | +16.4% | 21,887 | +8.6% | 0.00% | 0.0% |
| Q4 2022 | $909,637 | +6.6% | 20,147 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $853,000 | -3.7% | 20,147 | +1.6% | 0.00% | 0.0% |
| Q2 2022 | $886,000 | -1.3% | 19,839 | +18.9% | 0.00% | +100.0% |
| Q1 2022 | $898,000 | +12.2% | 16,688 | +137.4% | 0.00% | 0.0% |
| Q4 2021 | $800,000 | +9.4% | 7,029 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $731,000 | -5.1% | 7,029 | -5.1% | 0.00% | 0.0% |
| Q2 2021 | $770,000 | +8.3% | 7,404 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $711,000 | +14.5% | 7,404 | +8.5% | 0.00% | 0.0% |
| Q4 2020 | $621,000 | -7.5% | 6,827 | -18.1% | 0.00% | 0.0% |
| Q3 2020 | $671,000 | +0.3% | 8,331 | -7.7% | 0.00% | -50.0% |
| Q2 2020 | $669,000 | +56.3% | 9,025 | +29.1% | 0.00% | +100.0% |
| Q1 2020 | $428,000 | -21.0% | 6,990 | -0.9% | 0.00% | 0.0% |
| Q4 2019 | $542,000 | +7.3% | 7,053 | -1.0% | 0.00% | 0.0% |
| Q3 2019 | $505,000 | +2.2% | 7,122 | +1.2% | 0.00% | 0.0% |
| Q2 2019 | $494,000 | +3.8% | 7,035 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $476,000 | +38.0% | 7,035 | +21.7% | 0.00% | 0.0% |
| Q4 2018 | $345,000 | -14.2% | 5,781 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $402,000 | -0.7% | 5,781 | -7.3% | 0.00% | 0.0% |
| Q2 2018 | $405,000 | +0.5% | 6,236 | -2.3% | 0.00% | 0.0% |
| Q1 2018 | $403,000 | +67.9% | 6,386 | +70.1% | 0.00% | 0.0% |
| Q4 2017 | $240,000 | +7.1% | 3,754 | +0.8% | 0.00% | 0.0% |
| Q3 2017 | $224,000 | +330.8% | 3,725 | +222.5% | 0.00% | – |
| Q1 2014 | $52,000 | – | 1,155 | – | 0.00% | – |
Download | ||||||
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% |