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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,328,889 | +233.7% | 25,375 | +208.2% | 0.02% | +150.0% |
| Q1 2023 | $398,230 | -58.0% | 8,233 | -1.3% | 0.01% | -80.5% |
| Q4 2021 | $949,000 | +214.2% | 8,342 | +165.4% | 0.04% | +141.2% |
| Q1 2021 | $302,000 | +28.5% | 3,143 | +8.0% | 0.02% | +240.0% |
| Q3 2020 | $235,000 | -7.8% | 2,910 | -12.4% | 0.01% | +150.0% |
| Q4 2019 | $255,000 | -42.6% | 3,322 | -52.9% | 0.00% | 0.0% |
| Q1 2018 | $444,000 | -20.4% | 7,046 | -19.5% | 0.00% | -86.7% |
| Q4 2017 | $558,000 | -78.5% | 8,756 | -79.7% | 0.02% | -93.7% |
| Q3 2017 | $2,595,000 | +295.6% | 43,214 | +280.3% | 0.24% | +89.6% |
| Q2 2017 | $656,000 | – | 11,363 | – | 0.12% | – |
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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% |