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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $921,000 | -14.9% | 20,614 | +2.6% | 0.60% | -1.3% |
| Q1 2022 | $1,082,000 | +2.5% | 20,096 | +116.5% | 0.61% | +5.3% |
| Q4 2021 | $1,056,000 | +21.8% | 9,281 | +11.3% | 0.58% | +9.8% |
| Q3 2021 | $867,000 | +10.9% | 8,335 | +10.9% | 0.53% | +10.9% |
| Q2 2021 | $782,000 | +22.8% | 7,518 | +13.3% | 0.48% | +13.1% |
| Q1 2021 | $637,000 | +25.6% | 6,633 | +19.1% | 0.42% | +12.6% |
| Q4 2020 | $507,000 | +67.9% | 5,571 | +48.7% | 0.37% | +46.7% |
| Q3 2020 | $302,000 | +11.0% | 3,746 | +2.0% | 0.26% | +0.8% |
| Q2 2020 | $272,000 | +27.1% | 3,672 | +5.2% | 0.25% | +0.4% |
| Q1 2020 | $214,000 | -20.1% | 3,489 | +0.2% | 0.25% | +9.1% |
| Q4 2019 | $268,000 | – | 3,481 | – | 0.23% | – |
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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% |