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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,192 | +7.2% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,979 | -99.9% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,795,000 | -5.2% | 66 | 0.0% | 0.00% | – |
| Q2 2022 | $2,947,000 | -17.1% | 66 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $3,554,000 | -71.1% | 66 | -38.9% | 0.00% | -50.0% |
| Q4 2021 | $12,292,000 | +9.4% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,234,000 | +0.1% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,228,000 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,370,000 | +5.6% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,822,000 | +22.7% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,003,000 | +21.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,615,000 | -20.2% | 108 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,294,000 | +8.3% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,659,000 | +45.5% | 108 | +44.0% | 0.00% | 0.0% |
| Q2 2019 | $5,264,000 | +3.8% | 75 | -74.1% | 0.00% | 0.0% |
| Q1 2019 | $5,070,000 | +13.2% | 290 | +286.7% | 0.00% | 0.0% |
| Q4 2018 | $4,477,000 | -14.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,235,000 | +3.9% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,040,000 | +6.5% | 75 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $4,731,000 | – | 75 | – | 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% |