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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,626,806 | +179.8% | 71,676 | +149.6% | 2.64% | +101.3% |
| Q4 2022 | $1,296,392 | +8.0% | 28,713 | +1.3% | 1.31% | +32.9% |
| Q3 2022 | $1,200,000 | -59.5% | 28,337 | -57.3% | 0.99% | -58.6% |
| Q2 2022 | $2,963,000 | -4.7% | 66,339 | +79826.5% | 2.39% | +4.3% |
| Q4 2021 | $3,109,000 | +15.5% | 83 | -99.8% | 2.29% | -38.5% |
| Q2 2019 | $2,692,000 | +9.8% | 38,350 | +5.7% | 3.73% | +1.7% |
| Q1 2019 | $2,452,000 | +31.2% | 36,268 | +15.8% | 3.66% | +28.7% |
| Q4 2018 | $1,869,000 | – | 31,314 | – | 2.85% | – |
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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% |