SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 204 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,439 | -8.8% | 5,345 | -5.6% | 0.00% | 0.0% |
| Q2 2023 | $296,605 | +11.4% | 5,664 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $266,309 | +83645.0% | 5,506 | -21.7% | 0.00% | 0.0% |
| Q4 2022 | $318 | -99.9% | 7,032 | +16.4% | 0.00% | 0.0% |
| Q3 2022 | $256,000 | +15.3% | 6,043 | +21.7% | 0.00% | 0.0% |
| Q2 2022 | $222,000 | -21.0% | 4,967 | +101.2% | 0.00% | 0.0% |
| Q4 2021 | $281,000 | +24.9% | 2,469 | -46.7% | 0.00% | -50.0% |
| Q4 2015 | $225,000 | +5.1% | 4,631 | +6.4% | 0.00% | 0.0% |
| Q2 2015 | $214,000 | – | 4,352 | – | 0.00% | – |
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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% |