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 | $3,316,045 | -8.0% | 65,534 | -4.8% | 0.20% | -2.4% |
| Q2 2023 | $3,604,917 | +7.3% | 68,836 | -0.9% | 0.21% | +3.0% |
| Q1 2023 | $3,358,473 | +5.1% | 69,433 | -1.9% | 0.20% | -1.9% |
| Q4 2022 | $3,196,200 | +5.3% | 70,791 | -1.3% | 0.21% | 0.0% |
| Q3 2022 | $3,036,000 | -3.9% | 71,692 | +1.4% | 0.21% | 0.0% |
| Q2 2022 | $3,159,000 | -17.0% | 70,724 | +0.1% | 0.21% | -7.6% |
| Q1 2022 | $3,805,000 | -1.5% | 70,660 | +108.2% | 0.22% | -2.2% |
| Q4 2021 | $3,863,000 | +16.4% | 33,937 | +6.4% | 0.23% | +3.6% |
| Q3 2021 | $3,319,000 | +44.2% | 31,909 | +44.2% | 0.22% | +30.2% |
| Q2 2021 | $2,301,000 | +6.9% | 22,130 | -1.3% | 0.17% | -14.2% |
| Q1 2021 | $2,153,000 | +4.2% | 22,422 | -1.3% | 0.20% | -13.2% |
| Q4 2020 | $2,067,000 | +20.0% | 22,726 | +6.3% | 0.23% | +4.1% |
| Q3 2020 | $1,723,000 | +0.3% | 21,371 | -7.8% | 0.22% | +8.5% |
| Q2 2020 | $1,718,000 | +72.3% | 23,182 | +42.4% | 0.20% | +3.1% |
| Q1 2020 | $997,000 | -22.4% | 16,279 | -2.6% | 0.20% | +12.7% |
| Q4 2019 | $1,284,000 | – | 16,719 | – | 0.17% | – |
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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% |