SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,360 | -26.2% | 4,434 | -23.6% | 0.02% | -25.0% |
| Q2 2023 | $304,060 | +8.3% | 5,806 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $280,836 | +107089.3% | 5,806 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $262 | -99.9% | 5,806 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $246,000 | -5.0% | 5,806 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $259,000 | -17.3% | 5,806 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $313,000 | -5.2% | 5,806 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $330,000 | +9.3% | 2,903 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $302,000 | 0.0% | 2,903 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $302,000 | +8.2% | 2,903 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $279,000 | +5.7% | 2,903 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $264,000 | +12.8% | 2,903 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $234,000 | +8.8% | 2,903 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $215,000 | +400.0% | 2,903 | +205.6% | 0.02% | +325.0% |
| Q3 2015 | $43,000 | -8.5% | 950 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $47,000 | – | 950 | – | 0.00% | – |
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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% |