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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $37,364 | +8.5% | 713 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $34,427 | +43.4% | 712 | +25.6% | 0.01% | +14.3% |
| Q4 2022 | $24,002 | +0.0% | 567 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 566 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -19.4% | 567 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 566 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $32,000 | +77.8% | 283 | +65.5% | 0.01% | +75.0% |
| Q3 2021 | $18,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | -25.0% | 171 | -43.0% | 0.00% | -42.9% |
| Q3 2020 | $24,000 | -11.1% | 300 | -14.8% | 0.01% | -12.5% |
| Q4 2019 | $27,000 | -69.7% | 352 | -71.9% | 0.01% | -73.3% |
| Q3 2019 | $89,000 | +1.1% | 1,252 | 0.0% | 0.03% | -6.2% |
| Q2 2019 | $88,000 | – | 1,252 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |