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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,508,000 | +6.8% | 27,580 | -5.3% | 0.05% | -41.1% |
| Q3 2020 | $2,349,000 | +44.5% | 29,132 | +32.8% | 0.09% | +36.4% |
| Q2 2020 | $1,626,000 | +26.5% | 21,941 | +4.6% | 0.07% | -4.3% |
| Q1 2020 | $1,285,000 | -79.2% | 20,978 | -73.9% | 0.07% | -68.6% |
| Q4 2019 | $6,165,000 | +1.0% | 80,261 | -6.7% | 0.22% | -6.8% |
| Q3 2019 | $6,101,000 | -16.4% | 86,008 | -17.3% | 0.24% | -23.1% |
| Q2 2019 | $7,297,000 | -12.6% | 103,960 | -15.8% | 0.31% | -16.1% |
| Q1 2019 | $8,345,000 | +3.1% | 123,428 | +6.1% | 0.37% | +2.8% |
| Q4 2018 | $8,093,000 | 0.0% | 116,350 | 0.0% | 0.36% | 0.0% |
| Q3 2018 | $8,093,000 | +15.4% | 116,350 | +7.8% | 0.36% | +6.3% |
| Q2 2018 | $7,015,000 | +18.2% | 107,933 | +14.7% | 0.34% | -3.7% |
| Q1 2018 | $5,936,000 | +17.5% | 94,098 | +18.8% | 0.35% | +4.8% |
| Q4 2017 | $5,052,000 | +32.9% | 79,215 | +25.1% | 0.33% | +14.1% |
| Q3 2017 | $3,800,000 | +212.2% | 63,299 | +200.6% | 0.29% | +164.5% |
| Q2 2017 | $1,217,000 | +198.3% | 21,058 | +190.7% | 0.11% | +144.4% |
| Q1 2017 | $408,000 | – | 7,244 | – | 0.04% | – |
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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% |