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 | $96,391 | -3.3% | 1,905 | +0.1% | 0.08% | -1.2% |
| Q2 2023 | $99,715 | +8.3% | 1,904 | +0.1% | 0.08% | +7.8% |
| Q1 2023 | $92,056 | +7.2% | 1,903 | +0.1% | 0.08% | +2.7% |
| Q4 2022 | $85,888 | -99.9% | 1,902 | +0.1% | 0.08% | -1.3% |
| Q3 2022 | $80,515,000 | +9951.8% | 1,901 | -82.4% | 0.08% | -84.9% |
| Q2 2020 | $801,000 | -32.4% | 10,809 | -44.1% | 0.50% | -52.6% |
| Q1 2020 | $1,185,000 | -26.4% | 19,348 | -7.6% | 1.06% | -22.6% |
| Q4 2019 | $1,609,000 | +5.8% | 20,944 | -2.3% | 1.37% | +6.3% |
| Q3 2019 | $1,521,000 | -0.6% | 21,439 | -1.6% | 1.29% | -4.1% |
| Q2 2019 | $1,530,000 | -40.4% | 21,798 | -42.6% | 1.35% | -52.2% |
| Q1 2019 | $2,567,000 | +10.4% | 37,961 | -2.5% | 2.82% | -17.3% |
| Q4 2018 | $2,325,000 | – | 38,951 | – | 3.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |