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 | $5,880,186 | -2.5% | 116,209 | +0.9% | 3.94% | +4.0% |
| Q2 2023 | $6,032,169 | +34.3% | 115,184 | +24.0% | 3.79% | +25.4% |
| Q1 2023 | $4,491,796 | +13.2% | 92,863 | +5.7% | 3.02% | +9.8% |
| Q4 2022 | $3,967,999 | +24.1% | 87,885 | +22.8% | 2.75% | +4.1% |
| Q2 2022 | $3,197,000 | -35.8% | 71,580 | -22.6% | 2.64% | -29.8% |
| Q1 2022 | $4,978,000 | -6.9% | 92,447 | +96.8% | 3.76% | +1.8% |
| Q4 2021 | $5,348,000 | +63.5% | 46,985 | -39.2% | 3.70% | +44.8% |
| Q3 2021 | $3,271,000 | – | 77,238 | – | 2.55% | – |
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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% |