SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,940,297 | -2.7% | 38,346 | +0.7% | 0.14% | +83.3% |
| Q2 2023 | $1,993,870 | +8.5% | 38,073 | +0.2% | 0.08% | -52.7% |
| Q1 2023 | $1,837,628 | +8.9% | 37,991 | +1.7% | 0.16% | -8.8% |
| Q4 2022 | $1,686,787 | -17.2% | 37,360 | -22.3% | 0.18% | +88.5% |
| Q3 2022 | $2,037,000 | +24.8% | 48,101 | +31.6% | 0.10% | +26.3% |
| Q2 2022 | $1,632,000 | +462.8% | 36,539 | +578.0% | 0.08% | +533.3% |
| Q1 2022 | $290,000 | -13.2% | 5,389 | +83.4% | 0.01% | +9.1% |
| Q4 2021 | $334,000 | +9.5% | 2,938 | +0.2% | 0.01% | -79.2% |
| Q3 2021 | $305,000 | +8.5% | 2,932 | +8.6% | 0.05% | +3.9% |
| Q2 2021 | $281,000 | +8.5% | 2,699 | +0.2% | 0.05% | -1.9% |
| Q1 2021 | $259,000 | -9.4% | 2,694 | -14.4% | 0.05% | -21.2% |
| Q4 2020 | $286,000 | +8.7% | 3,146 | -3.7% | 0.07% | -5.7% |
| Q3 2020 | $263,000 | +9.1% | 3,268 | +0.4% | 0.07% | +1.4% |
| Q2 2020 | $241,000 | +6.6% | 3,255 | +10.7% | 0.07% | +11.3% |
| Q4 2019 | $226,000 | +8.7% | 2,940 | +0.5% | 0.06% | -1.6% |
| Q3 2019 | $208,000 | -52.7% | 2,926 | -53.8% | 0.06% | -14.9% |
| Q3 2018 | $440,000 | +113.6% | 6,334 | +100.3% | 0.07% | -2.6% |
| Q2 2018 | $206,000 | – | 3,163 | – | 0.08% | – |
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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% |