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 | $575,581 | -23.0% | 11,423 | -18.7% | 0.23% | -20.4% |
| Q2 2023 | $747,765 | -60.8% | 14,043 | -64.4% | 0.29% | -64.0% |
| Q1 2023 | $1,906,781 | -18.4% | 39,462 | -17.4% | 0.82% | -18.1% |
| Q4 2022 | $2,336,539 | -21.6% | 47,802 | -32.2% | 1.00% | -33.7% |
| Q3 2022 | $2,982,000 | -34.5% | 70,518 | -29.5% | 1.50% | -33.9% |
| Q2 2022 | $4,554,000 | -40.3% | 100,081 | -29.3% | 2.28% | -35.7% |
| Q1 2022 | $7,623,000 | – | 141,562 | – | 3.54% | – |
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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% |