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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $45 | -99.9% | 1 | -99.9% | 0.00% | – |
| Q3 2022 | $75,000 | -5.1% | 1,776 | 0.0% | 0.00% | – |
| Q2 2022 | $79,000 | -17.7% | 1,776 | 0.0% | 0.00% | – |
| Q1 2022 | $96,000 | -5.0% | 1,776 | +100.0% | 0.00% | – |
| Q4 2021 | $101,000 | +9.8% | 888 | 0.0% | 0.00% | – |
| Q3 2021 | $92,000 | -8.9% | 888 | -8.8% | 0.00% | – |
| Q2 2021 | $101,000 | -71.9% | 974 | -83.4% | 0.00% | – |
| Q1 2020 | $359,000 | -22.3% | 5,868 | -10.0% | 0.00% | – |
| Q3 2019 | $462,000 | -22.4% | 6,522 | -23.1% | 0.00% | – |
| Q2 2019 | $595,000 | -24.4% | 8,483 | -35.7% | 0.00% | -100.0% |
| Q4 2018 | $787,000 | +1092.4% | 13,192 | +1157.6% | 0.00% | – |
| Q1 2018 | $66,000 | – | 1,049 | – | 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% |