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 | $528,990 | -4.4% | 10,326 | -0.9% | 0.06% | -4.9% |
| Q2 2023 | $553,075 | +5.2% | 10,418 | -4.1% | 0.06% | +8.9% |
| Q1 2023 | $525,536 | +7.1% | 10,865 | -0.0% | 0.06% | -3.4% |
| Q4 2022 | $490,728 | +1.0% | 10,869 | +2.1% | 0.06% | -1.7% |
| Q3 2022 | $486,000 | -6.0% | 10,645 | +0.4% | 0.06% | -4.8% |
| Q2 2022 | $517,000 | -20.6% | 10,599 | -12.3% | 0.06% | -18.4% |
| Q1 2022 | $651,000 | +0.2% | 12,085 | +94.3% | 0.08% | -8.4% |
| Q4 2021 | $650,000 | – | 6,221 | – | 0.08% | – |
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% |