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 | $427,823 | -4.8% | 8,455 | -1.5% | 0.00% | – |
| Q2 2023 | $449,335 | +8.3% | 8,580 | 0.0% | 0.00% | – |
| Q1 2023 | $415,015 | +7.1% | 8,580 | 0.0% | 0.00% | – |
| Q4 2022 | $387,387 | +6.4% | 8,580 | 0.0% | 0.00% | – |
| Q3 2022 | $364,000 | -5.0% | 8,580 | 0.0% | 0.00% | – |
| Q2 2022 | $383,000 | -17.1% | 8,580 | 0.0% | 0.00% | – |
| Q1 2022 | $462,000 | -5.3% | 8,580 | +100.0% | 0.00% | – |
| Q4 2021 | $488,000 | -99.7% | 4,290 | -99.8% | 0.00% | -100.0% |
| Q3 2021 | $186,599,000 | +41738.3% | 1,793,705 | +41711.3% | 0.07% | – |
| Q2 2021 | $446,000 | +8.3% | 4,290 | 0.0% | 0.00% | – |
| Q1 2021 | $412,000 | +3.0% | 4,290 | -2.5% | 0.00% | – |
| Q4 2020 | $400,000 | +12.7% | 4,400 | 0.0% | 0.00% | – |
| Q3 2020 | $355,000 | +2.9% | 4,400 | 0.0% | 0.00% | – |
| Q2 2020 | $345,000 | – | 4,400 | – | 0.00% | – |
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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% |