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 | $8,213,291 | -4.1% | 162,318 | -0.7% | 8.14% | -1.1% |
| Q2 2023 | $8,563,647 | +7.5% | 163,522 | -0.7% | 8.23% | -4.2% |
| Q1 2023 | $7,968,812 | +6.4% | 164,747 | -0.6% | 8.59% | -10.0% |
| Q4 2022 | $7,486,231 | +5.7% | 165,808 | -0.9% | 9.55% | -1.1% |
| Q3 2022 | $7,085,000 | -6.4% | 167,287 | -1.3% | 9.65% | -2.4% |
| Q2 2022 | $7,572,000 | -21.9% | 169,541 | -5.8% | 9.88% | -19.4% |
| Q1 2022 | $9,691,000 | -6.8% | 179,963 | +97.1% | 12.25% | +23.3% |
| Q4 2021 | $10,393,000 | – | 91,307 | – | 9.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |