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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,702 | +12.3% | 32,504 | -3.2% | 0.09% | +40.9% |
| Q1 2023 | $1,516 | 0.0% | 33,582 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $1,516 | -99.9% | 33,582 | -40.6% | 0.07% | -38.3% |
| Q3 2022 | $2,396,000 | -17.6% | 56,572 | -13.1% | 0.11% | -1.8% |
| Q2 2022 | $2,908,000 | -4.3% | 65,112 | +15.4% | 0.11% | +5.8% |
| Q1 2022 | $3,038,000 | -1.2% | 56,419 | +108.8% | 0.10% | +21.2% |
| Q4 2021 | $3,075,000 | +11.7% | 27,016 | +2.1% | 0.08% | -3.4% |
| Q3 2021 | $2,753,000 | -5.0% | 26,465 | -5.0% | 0.09% | -8.3% |
| Q2 2021 | $2,897,000 | +25.0% | 27,864 | +15.5% | 0.10% | +10.3% |
| Q1 2021 | $2,317,000 | -21.6% | 24,132 | -25.7% | 0.09% | -28.7% |
| Q4 2020 | $2,955,000 | -25.2% | 32,495 | -33.7% | 0.12% | -34.1% |
| Q3 2020 | $3,951,000 | -12.1% | 49,002 | -19.2% | 0.18% | -21.3% |
| Q2 2020 | $4,494,000 | -13.3% | 60,651 | -28.3% | 0.24% | -30.3% |
| Q1 2020 | $5,183,000 | -14.6% | 84,613 | +7.1% | 0.34% | +0.6% |
| Q4 2019 | $6,069,000 | -18.2% | 79,007 | -24.5% | 0.34% | -34.7% |
| Q3 2019 | $7,419,000 | +2.9% | 104,590 | +1.8% | 0.51% | +81.3% |
| Q2 2019 | $7,213,000 | +19.8% | 102,759 | +15.4% | 0.28% | +16.0% |
| Q1 2019 | $6,019,000 | +7.1% | 89,026 | -5.5% | 0.24% | -47.2% |
| Q4 2018 | $5,622,000 | +75.5% | 94,174 | +104.5% | 0.46% | +288.2% |
| Q3 2018 | $3,203,000 | +13.2% | 46,045 | +5.8% | 0.12% | +16.7% |
| Q2 2018 | $2,829,000 | +98.8% | 43,523 | +92.9% | 0.10% | +142.9% |
| Q1 2018 | $1,423,000 | -11.3% | 22,565 | -10.3% | 0.04% | -4.5% |
| Q4 2017 | $1,605,000 | +319.1% | 25,165 | +294.2% | 0.04% | +300.0% |
| Q3 2017 | $383,000 | -61.2% | 6,384 | -67.8% | 0.01% | -75.6% |
| Q2 2016 | $986,000 | +79.9% | 19,816 | +76.6% | 0.04% | +80.0% |
| Q1 2016 | $548,000 | – | 11,219 | – | 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% |