SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $52,066 | -3.2% | 1,029 | +0.2% | 0.05% | 0.0% |
Q2 2023 | $53,783 | +8.5% | 1,027 | +0.2% | 0.05% | +2.1% |
Q1 2023 | $49,583 | -7.5% | 1,025 | -13.7% | 0.05% | -9.4% |
Q4 2022 | $53,624 | +7.2% | 1,188 | +0.3% | 0.05% | -7.0% |
Q3 2022 | $50,000 | -7.4% | 1,185 | -1.4% | 0.06% | -1.7% |
Q2 2022 | $54,000 | -16.9% | 1,202 | +0.3% | 0.06% | -10.8% |
Q1 2022 | $65,000 | -5.8% | 1,199 | +96.9% | 0.06% | -1.5% |
Q4 2021 | $69,000 | – | 609 | – | 0.07% | – |
Download |
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% |