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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,761,962 | -52.7% | 74,347 | -51.0% | 0.98% | -48.1% |
| Q2 2023 | $7,948,294 | +8.3% | 151,772 | +0.0% | 1.89% | +0.3% |
| Q1 2023 | $7,339,781 | +126.4% | 151,742 | +111.3% | 1.88% | +106.5% |
| Q4 2022 | $3,242,476 | +12.6% | 71,816 | +5.6% | 0.91% | -1.4% |
| Q3 2022 | $2,880,826 | -5.7% | 68,024 | -0.6% | 0.93% | -3.2% |
| Q2 2022 | $3,056,000 | -17.0% | 68,426 | +0.0% | 0.96% | +0.1% |
| Q1 2022 | $3,684,000 | +37.9% | 68,404 | +191.4% | 0.96% | +39.6% |
| Q4 2021 | $2,672,000 | +11.6% | 23,476 | +2.0% | 0.68% | -4.7% |
| Q3 2021 | $2,395,000 | +9.1% | 23,025 | +9.1% | 0.72% | +13.4% |
| Q2 2021 | $2,195,000 | +238.2% | 21,108 | +99.3% | 0.63% | +76.1% |
| Q1 2020 | $649,000 | -30.4% | 10,589 | -12.8% | 0.36% | -9.1% |
| Q4 2019 | $933,000 | -29.2% | 12,150 | -34.6% | 0.40% | -31.8% |
| Q3 2019 | $1,318,000 | +38.0% | 18,585 | +36.7% | 0.58% | +32.0% |
| Q2 2019 | $955,000 | +47.4% | 13,599 | +42.0% | 0.44% | +39.7% |
| Q1 2019 | $648,000 | -69.8% | 9,579 | -73.3% | 0.32% | -75.8% |
| Q4 2018 | $2,144,000 | – | 35,907 | – | 1.30% | – |
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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% |