SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,023 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $217,479 | -3.4% | 4,298 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $225,086 | +8.3% | 4,298 | 0.0% | 0.03% | +7.7% |
Q1 2023 | $207,894 | -25.8% | 4,298 | -17.3% | 0.03% | -16.1% |
Q1 2022 | $280,000 | -5.4% | 5,196 | +100.0% | 0.03% | 0.0% |
Q4 2021 | $296,000 | +9.6% | 2,598 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $270,000 | 0.0% | 2,598 | 0.0% | 0.03% | -3.1% |
Q2 2021 | $270,000 | – | 2,598 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |