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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,549,393 | +11.5% | 45,202 | 0.0% | 2.19% | +1.8% |
| Q3 2023 | $2,287,221 | -7.7% | 45,202 | -4.4% | 2.15% | -3.2% |
| Q2 2023 | $2,476,996 | +8.7% | 47,298 | +0.4% | 2.22% | +5.3% |
| Q1 2023 | $2,278,953 | +7.1% | 47,115 | 0.0% | 2.11% | +1.2% |
| Q4 2022 | $2,127,242 | +6.6% | 47,115 | 0.0% | 2.09% | +2.0% |
| Q3 2022 | $1,995,000 | -5.2% | 47,115 | 0.0% | 2.05% | +0.0% |
| Q2 2022 | $2,104,000 | -1.8% | 47,115 | +18.4% | 2.04% | +8.0% |
| Q1 2022 | $2,143,000 | -5.4% | 39,804 | +100.0% | 1.89% | +0.7% |
| Q4 2021 | $2,265,000 | +9.3% | 19,902 | -0.1% | 1.88% | +1.5% |
| Q3 2021 | $2,072,000 | -6.1% | 19,920 | -6.1% | 1.85% | -7.4% |
| Q2 2021 | $2,206,000 | -20.9% | 21,214 | -26.9% | 2.00% | -18.9% |
| Q1 2021 | $2,788,000 | +5.0% | 29,028 | -0.6% | 2.47% | +2.2% |
| Q4 2020 | $2,656,000 | +4.9% | 29,203 | -7.0% | 2.42% | -6.6% |
| Q3 2020 | $2,533,000 | +0.6% | 31,409 | -7.6% | 2.59% | -3.9% |
| Q2 2020 | $2,518,000 | +7.4% | 33,980 | -11.2% | 2.69% | -15.6% |
| Q1 2020 | $2,345,000 | -61.2% | 38,283 | -51.3% | 3.19% | -45.2% |
| Q4 2019 | $6,042,000 | +14.4% | 78,665 | +5.6% | 5.82% | +11.8% |
| Q3 2019 | $5,283,000 | -3.0% | 74,487 | -4.0% | 5.20% | -2.9% |
| Q2 2019 | $5,448,000 | +57.8% | 77,615 | +52.0% | 5.36% | +51.9% |
| Q1 2019 | $3,452,000 | +28.3% | 51,052 | +13.3% | 3.53% | +14.0% |
| Q4 2018 | $2,691,000 | – | 45,073 | – | 3.10% | – |
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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% |