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 | $6,318,936 | +6.2% | 124,880 | +9.9% | 0.41% | +12.7% |
Q2 2023 | $5,949,031 | +678.5% | 113,596 | +619.0% | 0.36% | +640.8% |
Q1 2023 | $764,205 | +4.1% | 15,799 | -2.9% | 0.05% | -5.8% |
Q4 2022 | $734,371 | +85093.9% | 16,265 | -20.1% | 0.05% | -22.4% |
Q3 2022 | $862 | -7.2% | 20,362 | -2.1% | 0.07% | -8.2% |
Q2 2022 | $929 | -24.0% | 20,806 | -8.4% | 0.07% | -12.0% |
Q1 2022 | $1,223 | -2.5% | 22,715 | +105.9% | 0.08% | -14.4% |
Q4 2021 | $1,255 | – | 11,030 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |