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 | $209 | -78.0% | 4,132 | -77.3% | 0.00% | -80.0% |
| Q2 2023 | $952 | +20.1% | 18,185 | +10.9% | 0.02% | +7.1% |
| Q1 2023 | $793 | -99.9% | 16,403 | +7.7% | 0.01% | +16.7% |
| Q4 2022 | $688,000 | -99.8% | 15,232 | +72.8% | 0.01% | +71.4% |
| Q3 2022 | $373,000,000 | +63335.4% | 8,813 | -33.0% | 0.01% | -36.4% |
| Q2 2022 | $588,000 | +16.0% | 13,161 | +39.7% | 0.01% | +22.2% |
| Q1 2022 | $507,000 | -99.9% | 9,424 | +101.4% | 0.01% | 0.0% |
| Q4 2021 | $533,000,000 | +110941.7% | 4,680 | +1.4% | 0.01% | -10.0% |
| Q3 2021 | $480,000 | +1.7% | 4,615 | +1.7% | 0.01% | 0.0% |
| Q2 2021 | $472,000 | -0.4% | 4,536 | -8.1% | 0.01% | -9.1% |
| Q1 2021 | $474,000 | +4.4% | 4,936 | -1.1% | 0.01% | -15.4% |
| Q4 2020 | $454,000 | +4.4% | 4,993 | -7.4% | 0.01% | -13.3% |
| Q3 2020 | $435,000 | +89.1% | 5,390 | +66.4% | 0.02% | +36.4% |
| Q3 2019 | $230,000 | – | 3,239 | – | 0.01% | – |
Download | ||||||
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% |