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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $44,943,000 | +8.5% | 468,015 | +2.8% | 13.61% | -3.0% |
| Q4 2020 | $41,407,000 | -2.3% | 455,286 | -13.4% | 14.04% | -13.0% |
| Q3 2020 | $42,394,000 | +9.1% | 525,787 | +0.2% | 16.13% | -1.5% |
| Q2 2020 | $38,845,000 | +18.7% | 524,838 | -2.5% | 16.37% | -17.9% |
| Q1 2020 | $32,738,000 | -13.9% | 538,493 | +8.8% | 19.95% | +11.5% |
| Q4 2019 | $38,010,000 | – | 494,869 | – | 17.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |