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 | $37,913,399 | +122.4% | 749,277 | +130.2% | 6.45% | +120.9% |
| Q2 2023 | $17,044,770 | +15.3% | 325,468 | +6.5% | 2.92% | +12.5% |
| Q1 2023 | $14,785,679 | +29.9% | 305,679 | +21.3% | 2.60% | +18.6% |
| Q4 2022 | $11,378,636 | -0.4% | 252,019 | -6.6% | 2.19% | +2.8% |
| Q3 2022 | $11,423,000 | +1.5% | 269,737 | +7.1% | 2.13% | +3.6% |
| Q2 2022 | $11,249,000 | +269.7% | 251,881 | +345.8% | 2.06% | +56.6% |
| Q1 2022 | $3,043,000 | -5.4% | 56,503 | +99.9% | 1.31% | -5.1% |
| Q4 2021 | $3,218,000 | – | 28,269 | – | 1.38% | – |
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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% |