SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,474,523 | -7.2% | 127,955 | -4.0% | 0.56% | -3.5% |
| Q2 2023 | $6,979,402 | +5.0% | 133,271 | -3.0% | 0.58% | +1.8% |
| Q1 2023 | $6,644,780 | +9.7% | 137,374 | +2.4% | 0.57% | +3.5% |
| Q4 2022 | $6,059,626 | -9.7% | 134,211 | -15.3% | 0.55% | -14.0% |
| Q3 2022 | $6,708,000 | -4.1% | 158,394 | +1.1% | 0.64% | +1.8% |
| Q2 2022 | $6,997,000 | +10.9% | 156,679 | +33.8% | 0.63% | +27.8% |
| Q1 2022 | $6,307,000 | -4.4% | 117,130 | +102.2% | 0.49% | -1.0% |
| Q4 2021 | $6,594,000 | +6.0% | 57,935 | -3.1% | 0.50% | -1.8% |
| Q3 2021 | $6,223,000 | +1.9% | 59,817 | +1.8% | 0.50% | -2.1% |
| Q2 2021 | $6,109,000 | +18.9% | 58,758 | +9.9% | 0.52% | +11.2% |
| Q1 2021 | $5,136,000 | +6.1% | 53,485 | +0.5% | 0.46% | +1.3% |
| Q4 2020 | $4,839,000 | +13.3% | 53,208 | +0.5% | 0.46% | +3.6% |
| Q3 2020 | $4,271,000 | +7.8% | 52,965 | -0.9% | 0.44% | +1.1% |
| Q2 2020 | $3,961,000 | +1207.3% | 53,460 | +980.0% | 0.44% | +1017.9% |
| Q1 2020 | $303,000 | – | 4,950 | – | 0.04% | – |
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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% |