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 | $5,042,137 | -11.4% | 99,647 | -8.3% | 1.24% | -10.1% |
| Q2 2023 | $5,688,433 | +17.6% | 108,620 | +8.6% | 1.38% | +8.1% |
| Q1 2023 | $4,838,779 | +7.2% | 100,037 | +0.1% | 1.28% | -9.8% |
| Q4 2022 | $4,513,932 | +21.6% | 99,976 | +14.0% | 1.41% | +1.0% |
| Q3 2022 | $3,713,000 | +8.5% | 87,674 | +14.4% | 1.40% | +5.3% |
| Q2 2022 | $3,422,000 | +90.3% | 76,631 | +129.6% | 1.33% | +96.4% |
| Q1 2022 | $1,798,000 | +794.5% | 33,381 | +1789.1% | 0.68% | +1151.9% |
| Q4 2021 | $201,000 | – | 1,767 | – | 0.05% | – |
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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% |