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 | $151,267 | +29.4% | 2,989 | +33.9% | 0.00% | +33.3% |
| Q2 2023 | $116,889 | +8.3% | 2,232 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $107,958 | +7.1% | 2,232 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $100,767 | -61.1% | 2,232 | -63.5% | 0.00% | -57.1% |
| Q3 2022 | $259,000 | -8.5% | 6,118 | -3.3% | 0.01% | 0.0% |
| Q2 2022 | $283,000 | +28200.0% | 6,327 | +35050.0% | 0.01% | – |
| Q1 2022 | $1,000 | 0.0% | 18 | +100.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -95.7% | 9 | -96.2% | 0.00% | -100.0% |
| Q1 2021 | $23,000 | -34.3% | 238 | -52.4% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | – | 500 | – | 0.00% | – |
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% |