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 | $14,985 | -29.9% | 296,141 | -33.0% | 9.01% | -47.6% |
| Q1 2023 | $21,366 | -17.0% | 441,712 | -22.5% | 17.21% | -4.3% |
| Q4 2022 | $25,730 | -99.9% | 569,880 | +13.2% | 17.98% | -4.3% |
| Q3 2022 | $21,316,000 | -15.6% | 503,324 | -11.0% | 18.79% | +6.3% |
| Q2 2022 | $25,261,000 | -4.3% | 565,624 | +15.4% | 17.68% | -2.3% |
| Q1 2022 | $26,387,000 | -2.8% | 490,002 | +105.4% | 18.09% | -0.1% |
| Q4 2021 | $27,160,000 | +5.2% | 238,616 | -3.9% | 18.10% | -23.1% |
| Q2 2021 | $25,824,000 | +6.6% | 248,377 | -1.5% | 23.55% | +26.2% |
| Q1 2021 | $24,222,000 | +2.2% | 252,236 | -3.2% | 18.65% | +0.3% |
| Q4 2020 | $23,693,000 | – | 260,500 | – | 18.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |