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 | $22,165,894 | -4.2% | 438,061 | -2.0% | 22.01% | +0.2% |
| Q2 2023 | $23,143,716 | +104917.3% | 446,876 | -1.9% | 21.96% | -6.1% |
| Q1 2023 | $22,038 | +6.9% | 455,609 | -0.2% | 23.39% | -0.5% |
| Q4 2022 | $20,607 | -99.9% | 456,413 | +1.2% | 23.52% | -1.8% |
| Q3 2022 | $19,100,000 | -2.9% | 451,001 | +2.4% | 23.93% | +2.9% |
| Q2 2022 | $19,677,000 | -16.4% | 440,597 | +0.8% | 23.25% | +0.6% |
| Q1 2022 | $23,539,000 | -4.4% | 437,121 | +102.0% | 23.10% | +1.4% |
| Q4 2021 | $24,632,000 | – | 216,414 | – | 22.78% | – |
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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% |