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 | $1,280,696 | -3.3% | 25,310 | +0.0% | 0.30% | -1.3% |
| Q2 2023 | $1,324,833 | +7.4% | 25,298 | -0.8% | 0.30% | +0.7% |
| Q1 2023 | $1,233,950 | +7.3% | 25,510 | +0.1% | 0.30% | +2.4% |
| Q4 2022 | $1,150,198 | -1.6% | 25,475 | -7.7% | 0.29% | -1.7% |
| Q3 2022 | $1,169,000 | -13.5% | 27,600 | -8.9% | 0.30% | -8.9% |
| Q2 2022 | $1,352,000 | -10.1% | 30,283 | +8.4% | 0.33% | -1.8% |
| Q1 2022 | $1,504,000 | -4.9% | 27,927 | +101.0% | 0.33% | -11.7% |
| Q4 2021 | $1,581,000 | +14.4% | 13,892 | +4.6% | 0.38% | +15.6% |
| Q3 2021 | $1,382,000 | -1.1% | 13,282 | -1.1% | 0.33% | -4.1% |
| Q2 2021 | $1,397,000 | -70.1% | 13,433 | -72.4% | 0.34% | -71.5% |
| Q1 2021 | $4,680,000 | +6.5% | 48,735 | +0.9% | 1.19% | -4.1% |
| Q4 2020 | $4,393,000 | +21.7% | 48,296 | +7.9% | 1.24% | +5.0% |
| Q3 2020 | $3,609,000 | +78.8% | 44,756 | +64.4% | 1.18% | +66.1% |
| Q2 2020 | $2,018,000 | +10.6% | 27,228 | -8.6% | 0.71% | -9.7% |
| Q1 2020 | $1,825,000 | -12.8% | 29,795 | +9.4% | 0.79% | +15.7% |
| Q4 2019 | $2,092,000 | +15.9% | 27,242 | +7.1% | 0.68% | +6.9% |
| Q3 2019 | $1,805,000 | +2.2% | 25,443 | +1.1% | 0.64% | -0.9% |
| Q2 2019 | $1,766,000 | +20.7% | 25,155 | +16.2% | 0.64% | +17.9% |
| Q1 2019 | $1,463,000 | +18.6% | 21,643 | +4.7% | 0.55% | +6.2% |
| Q4 2018 | $1,234,000 | – | 20,673 | – | 0.52% | – |
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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% |