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 | $1,319,890 | -10.9% | 26,085 | -7.7% | 1.29% | -5.0% |
| Q2 2023 | $1,480,566 | +8.3% | 28,271 | +0.0% | 1.36% | +0.4% |
| Q1 2023 | $1,366,845 | +7.3% | 28,258 | +0.2% | 1.35% | +1.3% |
| Q4 2022 | $1,273,761 | +6.7% | 28,212 | +0.1% | 1.34% | -0.1% |
| Q3 2022 | $1,194,000 | -10.6% | 28,196 | -5.7% | 1.34% | -9.2% |
| Q2 2022 | $1,335,000 | -16.7% | 29,891 | +0.5% | 1.47% | -0.8% |
| Q1 2022 | $1,602,000 | -3.1% | 29,753 | +104.8% | 1.48% | +0.3% |
| Q4 2021 | $1,653,000 | – | 14,527 | – | 1.48% | – |
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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% |