SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,789,072 | +0.7% | 55,120 | +4.2% | 0.03% | -3.6% |
| Q2 2023 | $2,770,792 | +11.3% | 52,908 | +2.8% | 0.03% | +3.7% |
| Q1 2023 | $2,489,868 | -25.7% | 51,475 | -30.6% | 0.03% | -10.0% |
| Q4 2022 | $3,350,943 | -99.8% | 74,218 | +7.7% | 0.03% | +87.5% |
| Q3 2022 | $1,460,459,000 | +7271.6% | 68,916 | -84.5% | 0.02% | -92.2% |
| Q2 2022 | $19,812,000 | +991.6% | 443,612 | +1215.8% | 0.20% | +973.7% |
| Q1 2022 | $1,815,000 | +48.8% | 33,714 | +214.6% | 0.02% | +58.3% |
| Q4 2021 | $1,220,000 | -86.4% | 10,718 | -87.6% | 0.01% | -86.7% |
| Q3 2021 | $8,983,000 | +659.3% | 86,346 | +658.6% | 0.09% | +592.3% |
| Q2 2021 | $1,183,000 | +7.0% | 11,383 | -1.2% | 0.01% | -7.1% |
| Q1 2021 | $1,106,000 | -86.5% | 11,518 | -87.3% | 0.01% | -85.3% |
| Q4 2020 | $8,207,000 | -98.2% | 90,582 | +101677.5% | 0.10% | +1087.5% |
| Q3 2020 | $455,000,000 | – | 89 | – | 0.01% | – |
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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% |