SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 207 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,345 | +64.6% | 15,066 | +70.4% | 0.00% | – |
| Q2 2023 | $463,032 | +96.1% | 8,841 | +81.1% | 0.00% | – |
| Q1 2023 | $236,148 | +101251.1% | 4,882 | -5.4% | 0.00% | – |
| Q4 2022 | $233 | -99.9% | 5,159 | -3.3% | 0.00% | – |
| Q3 2022 | $226,000 | -33.7% | 5,337 | -15.8% | 0.00% | – |
| Q1 2022 | $341,000 | -36.1% | 6,340 | +35.1% | 0.00% | – |
| Q4 2021 | $534,000 | +100.0% | 4,692 | +82.9% | 0.00% | – |
| Q3 2021 | $267,000 | +25.9% | 2,566 | +16.5% | 0.00% | – |
| Q1 2021 | $212,000 | -78.6% | 2,203 | -79.7% | 0.00% | -100.0% |
| Q4 2020 | $989,000 | +287.8% | 10,869 | +227.0% | 0.00% | – |
| Q4 2019 | $255,000 | -38.3% | 3,324 | -45.6% | 0.00% | – |
| Q1 2019 | $413,000 | +95.7% | 6,112 | +49.2% | 0.00% | – |
| Q3 2016 | $211,000 | -1.4% | 4,096 | -5.4% | 0.00% | – |
| Q2 2015 | $214,000 | – | 4,330 | – | 0.00% | – |
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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% |