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% | – |
Download | ||||||
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% |