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 | $437,791 | -9.7% | 8,652 | -6.5% | 0.27% | -7.6% |
| Q2 2023 | $484,580 | +49.2% | 9,253 | +37.8% | 0.29% | +39.9% |
| Q1 2023 | $324,756 | -20.6% | 6,714 | -25.9% | 0.21% | -25.7% |
| Q4 2022 | $408,833 | +1.2% | 9,055 | -5.1% | 0.28% | -11.4% |
| Q3 2022 | $404,000 | -3.1% | 9,543 | +2.2% | 0.32% | +5.3% |
| Q2 2022 | $417,000 | -6.1% | 9,337 | +13.2% | 0.30% | +6.4% |
| Q1 2022 | $444,000 | -7.9% | 8,246 | +94.5% | 0.28% | -5.1% |
| Q4 2021 | $482,000 | +0.6% | 4,239 | -0.4% | 0.30% | -5.1% |
| Q3 2021 | $479,000 | – | 4,256 | – | 0.31% | – |
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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% |