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 2021 | $100,461,000 | -0.6% | 965,688 | -0.6% | 39.88% | -0.1% |
| Q2 2021 | $101,020,000 | +7.8% | 971,624 | -0.5% | 39.93% | -13.6% |
| Q1 2021 | $93,727,000 | +4.1% | 976,018 | -1.4% | 46.20% | -1.9% |
| Q4 2020 | $90,029,000 | +13.7% | 989,875 | +0.7% | 47.07% | +11.9% |
| Q3 2020 | $79,163,000 | +29.4% | 983,264 | +19.1% | 42.04% | +18.3% |
| Q2 2020 | $61,196,000 | +20.0% | 825,857 | -0.8% | 35.53% | +2.4% |
| Q1 2020 | $51,011,000 | -14.3% | 832,834 | +7.4% | 34.69% | -4.6% |
| Q4 2019 | $59,538,000 | +2.9% | 775,129 | -1.0% | 36.35% | -0.1% |
| Q3 2019 | $57,855,000 | +2.3% | 783,195 | -2.3% | 36.39% | -2.0% |
| Q2 2019 | $56,530,000 | +4.3% | 801,797 | +0.0% | 37.11% | -7.3% |
| Q1 2019 | $54,192,000 | – | 801,537 | – | 40.04% | – |
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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% |