SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213 | -2.3% | 4,200 | 0.0% | 0.01% | -13.3% |
| Q2 2023 | $218 | +9.0% | 4,200 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $200 | -99.9% | 4,200 | 0.0% | 0.02% | -25.0% |
| Q1 2022 | $226,000 | -5.8% | 4,200 | +100.0% | 0.02% | -13.0% |
| Q4 2021 | $240,000 | +10.1% | 2,100 | 0.0% | 0.02% | -14.8% |
| Q3 2021 | $218,000 | 0.0% | 2,100 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $218,000 | +7.9% | 2,100 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $202,000 | +38.4% | 2,100 | 0.0% | 0.03% | +17.4% |
| Q3 2018 | $146,000 | – | 2,100 | – | 0.02% | – |
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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% |