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 | $1,773,211 | -7.0% | 35,044 | -3.7% | 0.07% | -4.3% |
| Q2 2023 | $1,905,869 | +3.6% | 36,392 | -4.3% | 0.07% | -2.8% |
| Q1 2023 | $1,839,476 | +756886.0% | 38,029 | +607.9% | 0.07% | +414.3% |
| Q4 2022 | $243 | -99.9% | 5,372 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $226,000 | -72.3% | 5,344 | -70.8% | 0.01% | -58.8% |
| Q2 2022 | $816,000 | -80.4% | 18,272 | -76.4% | 0.03% | -69.6% |
| Q1 2022 | $4,170,000 | +21.5% | 77,443 | +156.9% | 0.11% | +47.4% |
| Q4 2021 | $3,431,000 | +2.2% | 30,146 | -6.6% | 0.08% | -14.6% |
| Q3 2021 | $3,358,000 | -6.6% | 32,275 | -6.7% | 0.09% | -8.2% |
| Q2 2021 | $3,597,000 | -60.5% | 34,595 | -63.5% | 0.10% | -59.9% |
| Q1 2021 | $9,106,000 | – | 94,829 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |