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 | $2,018 | +4.8% | 39,878 | +8.5% | 0.61% | +6.1% |
Q2 2023 | $1,925 | +6.1% | 36,762 | -2.0% | 0.57% | -0.9% |
Q1 2023 | $1,815 | +14.9% | 37,513 | +7.2% | 0.58% | -3.0% |
Q4 2022 | $1,580 | -99.9% | 34,997 | +6.3% | 0.60% | +7.6% |
Q3 2022 | $1,394,000 | +3.2% | 32,921 | +8.8% | 0.56% | +17.1% |
Q2 2022 | $1,351,000 | -14.2% | 30,255 | +3.5% | 0.47% | -10.9% |
Q1 2022 | $1,575,000 | +21.1% | 29,243 | +155.8% | 0.53% | +36.4% |
Q4 2021 | $1,301,000 | +7.9% | 11,430 | -1.4% | 0.39% | +4.3% |
Q3 2021 | $1,206,000 | -1.6% | 11,597 | -1.6% | 0.37% | +2.2% |
Q2 2021 | $1,226,000 | +22.7% | 11,790 | +13.3% | 0.37% | +16.6% |
Q1 2021 | $999,000 | – | 10,405 | – | 0.31% | – |
Download |
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% |