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 | $2,543 | +55.8% | 48,562 | +43.9% | 0.11% | +68.2% |
| Q1 2023 | $1,632 | -99.9% | 33,746 | -21.0% | 0.07% | -32.0% |
| Q3 2022 | $1,810,000 | -28.0% | 42,740 | +76.9% | 0.10% | -4.0% |
| Q3 2021 | $2,514,000 | +834.6% | 24,162 | +833.3% | 0.10% | +676.9% |
| Q2 2021 | $269,000 | +934.6% | 2,589 | +420.9% | 0.01% | +550.0% |
| Q4 2016 | $26,000 | -97.1% | 497 | -97.1% | 0.00% | -97.6% |
| Q3 2016 | $893,000 | +229.5% | 17,297 | +200.2% | 0.08% | +144.1% |
| Q3 2014 | $271,000 | +105.3% | 5,761 | +104.2% | 0.03% | +41.7% |
| Q2 2014 | $132,000 | – | 2,821 | – | 0.02% | – |
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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% |