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 | $4,226 | -4.9% | 83,516 | -1.6% | 1.82% | -1.9% |
| Q2 2023 | $4,444 | +13.1% | 84,849 | +4.4% | 1.86% | +4.6% |
| Q1 2023 | $3,930 | +1.6% | 81,240 | -5.2% | 1.77% | -0.1% |
| Q4 2022 | $3,868 | -99.9% | 85,735 | +3.1% | 1.78% | +1.8% |
| Q3 2022 | $3,521,000 | -10.3% | 83,187 | -5.5% | 1.74% | -11.5% |
| Q2 2022 | $3,924,000 | -18.0% | 88,003 | +0.6% | 1.97% | -18.0% |
| Q1 2022 | $4,785,000 | -3.0% | 87,445 | +102.0% | 2.40% | +9.9% |
| Q4 2021 | $4,932,000 | +7.2% | 43,286 | -2.2% | 2.19% | -1.1% |
| Q3 2021 | $4,602,000 | +0.5% | 44,276 | +0.4% | 2.21% | +2.4% |
| Q2 2021 | $4,577,000 | -11.3% | 44,087 | -18.0% | 2.16% | -14.8% |
| Q1 2021 | $5,163,000 | +3.4% | 53,771 | -2.0% | 2.54% | -12.3% |
| Q4 2020 | $4,992,000 | +12.8% | 54,857 | -0.1% | 2.89% | +10.7% |
| Q3 2020 | $4,424,000 | +14.5% | 54,927 | +5.3% | 2.61% | -1.6% |
| Q2 2020 | $3,865,000 | +98.0% | 52,163 | +63.8% | 2.66% | +63.6% |
| Q1 2020 | $1,952,000 | +16.1% | 31,852 | +45.4% | 1.62% | +29.9% |
| Q4 2019 | $1,682,000 | +9.4% | 21,903 | +1.1% | 1.25% | +1.0% |
| Q3 2019 | $1,537,000 | +0.3% | 21,655 | -0.8% | 1.24% | +8.5% |
| Q2 2019 | $1,532,000 | +4.9% | 21,826 | +1.1% | 1.14% | +0.7% |
| Q1 2019 | $1,461,000 | +10.0% | 21,599 | -2.8% | 1.13% | -8.0% |
| Q4 2018 | $1,328,000 | – | 22,230 | – | 1.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |