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 | $439,489 | -8.2% | 8,686 | -5.0% | 0.31% | +10.5% |
| Q2 2023 | $478,900 | -5.8% | 9,145 | -13.0% | 0.28% | -23.9% |
| Q1 2023 | $508,253 | -8.3% | 10,508 | -14.4% | 0.36% | -19.8% |
| Q4 2022 | $553,965 | -1.4% | 12,269 | -7.5% | 0.45% | -23.3% |
| Q3 2022 | $562,000 | -11.9% | 13,266 | -7.1% | 0.59% | -9.6% |
| Q2 2022 | $638,000 | +10.2% | 14,285 | +32.8% | 0.66% | +68.8% |
| Q1 2022 | $579,000 | +2.3% | 10,753 | +116.4% | 0.39% | -13.6% |
| Q4 2021 | $566,000 | – | 4,970 | – | 0.45% | – |
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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% |