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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $355 | -99.9% | 7,854 | -4.2% | 0.01% | -10.0% |
| Q3 2022 | $347,000 | -5.2% | 8,198 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $366,000 | -17.0% | 8,198 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $441,000 | +10.0% | 8,198 | +132.6% | 0.01% | +11.1% |
| Q4 2021 | $401,000 | +9.3% | 3,524 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $367,000 | +1.9% | 3,524 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $360,000 | +46.9% | 3,458 | +35.4% | 0.01% | +50.0% |
| Q1 2021 | $245,000 | +3.8% | 2,553 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $236,000 | +3.1% | 2,599 | -12.7% | 0.01% | -14.3% |
| Q4 2019 | $229,000 | -0.4% | 2,976 | -8.0% | 0.01% | -12.5% |
| Q3 2019 | $230,000 | – | 3,236 | – | 0.01% | – |
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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% |