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 | $161,920 | -92.2% | 3,200 | -88.7% | 0.00% | -100.0% |
| Q2 2023 | $2,063,134 | +896.1% | 28,410 | +563.5% | 0.01% | +700.0% |
| Q1 2023 | $207,120 | +232.2% | 4,282 | +210.1% | 0.00% | – |
| Q4 2022 | $62,352 | -67.5% | 1,381 | -69.5% | 0.00% | -100.0% |
| Q3 2022 | $192,000 | +611.1% | 4,532 | +654.1% | 0.00% | – |
| Q2 2022 | $27,000 | +200.0% | 601 | +257.7% | 0.00% | – |
| Q1 2022 | $9,000 | -81.6% | 168 | -61.3% | 0.00% | – |
| Q4 2021 | $49,000 | +58.1% | 434 | +34.4% | 0.00% | – |
| Q1 2021 | $31,000 | +1450.0% | 323 | +1368.2% | 0.00% | – |
| Q4 2020 | $2,000 | – | 22 | – | 0.00% | – |
Download | ||||||
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% |