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 | $412,289 | -22.0% | 8,148 | -19.3% | 0.12% | -17.9% |
| Q2 2023 | $528,622 | +13.3% | 10,094 | +4.6% | 0.14% | +8.5% |
| Q1 2023 | $466,673 | +157.5% | 9,648 | +140.4% | 0.13% | +143.4% |
| Q4 2022 | $181,232 | +47.3% | 4,014 | +38.4% | 0.05% | +29.3% |
| Q3 2022 | $123,000 | -5.4% | 2,900 | 0.0% | 0.04% | -4.7% |
| Q2 2022 | $130,000 | -16.7% | 2,900 | 0.0% | 0.04% | -12.2% |
| Q1 2022 | $156,000 | +20.9% | 2,900 | +156.9% | 0.05% | +19.5% |
| Q4 2021 | $129,000 | +1.6% | 1,129 | -7.2% | 0.04% | -8.9% |
| Q3 2021 | $127,000 | 0.0% | 1,216 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $127,000 | +8.5% | 1,216 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $117,000 | +5.4% | 1,216 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $111,000 | +12.1% | 1,216 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $99,000 | +8.8% | 1,216 | 0.0% | 0.05% | +4.5% |
| Q2 2020 | $91,000 | +21.3% | 1,216 | 0.0% | 0.04% | -12.0% |
| Q1 2020 | $75,000 | -20.2% | 1,216 | 0.0% | 0.05% | -18.0% |
| Q4 2019 | $94,000 | – | 1,216 | – | 0.06% | – |
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% |