SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,346 | -0.2% | 4,295 | +3.2% | 0.03% | +3.7% |
| Q2 2023 | $217,859 | -83.0% | 4,160 | -77.0% | 0.03% | -90.4% |
| Q3 2019 | $1,284,000 | +3.8% | 18,105 | +2.7% | 0.28% | -1.1% |
| Q2 2019 | $1,237,000 | +70.9% | 17,630 | +64.6% | 0.28% | +67.1% |
| Q1 2019 | $724,000 | -40.8% | 10,713 | -47.8% | 0.17% | -49.1% |
| Q4 2018 | $1,224,000 | +485.6% | 20,506 | +582.4% | 0.33% | +581.6% |
| Q3 2018 | $209,000 | -82.0% | 3,005 | -83.7% | 0.05% | -85.7% |
| Q1 2018 | $1,161,000 | +5.2% | 18,407 | +6.3% | 0.34% | +15.5% |
| Q4 2017 | $1,104,000 | +126.7% | 17,311 | +113.5% | 0.30% | +7.2% |
| Q3 2017 | $487,000 | +16.8% | 8,107 | +12.2% | 0.28% | +122.6% |
| Q2 2017 | $417,000 | +10.3% | 7,223 | +7.4% | 0.12% | +7.8% |
| Q1 2017 | $378,000 | +56.2% | 6,725 | +48.1% | 0.12% | +45.6% |
| Q4 2016 | $242,000 | – | 4,541 | – | 0.08% | – |
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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% |