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 | $2,156,572 | -3.4% | 42,620 | 0.0% | 0.31% | +1.0% |
| Q2 2023 | $2,232,009 | +8.3% | 42,620 | 0.0% | 0.30% | -1.6% |
| Q1 2023 | $2,061,529 | +200.4% | 42,620 | +180.4% | 0.31% | +162.7% |
| Q4 2022 | $686,370 | -98.8% | 15,202 | -98.9% | 0.12% | -98.5% |
| Q3 2022 | $57,247,000 | +857.0% | 1,351,772 | +909.2% | 7.83% | +544.2% |
| Q2 2022 | $5,982,000 | -54.8% | 133,947 | -39.6% | 1.22% | -83.0% |
| Q4 2018 | $13,244,000 | – | 221,846 | – | 7.14% | – |
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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% |