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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $122,306 | +8.1% | 2,335 | -0.2% | 0.05% | -10.3% |
Q1 2023 | $113,132 | +8.0% | 2,339 | +0.8% | 0.06% | -1.7% |
Q4 2022 | $104,748 | +772.9% | 2,320 | +700.0% | 0.06% | +742.9% |
Q3 2022 | $12,000 | -7.7% | 290 | 0.0% | 0.01% | -12.5% |
Q2 2022 | $13,000 | -18.8% | 290 | 0.0% | 0.01% | -11.1% |
Q1 2022 | $16,000 | -5.9% | 290 | +100.0% | 0.01% | -10.0% |
Q4 2021 | $17,000 | +13.3% | 145 | 0.0% | 0.01% | -9.1% |
Q2 2021 | $15,000 | +7.1% | 145 | 0.0% | 0.01% | -8.3% |
Q1 2021 | $14,000 | +7.7% | 145 | 0.0% | 0.01% | +9.1% |
Q4 2020 | $13,000 | – | 145 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |