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 | $5,523,908 | -1.3% | 109,161 | +2.2% | 0.65% | +0.3% |
| Q2 2023 | $5,596,049 | -43.8% | 106,856 | -48.1% | 0.65% | -48.5% |
| Q1 2023 | $9,952,176 | -45.4% | 205,751 | -49.1% | 1.27% | -51.0% |
| Q4 2022 | $18,240,454 | +9.0% | 403,993 | +2.2% | 2.58% | -2.7% |
| Q3 2022 | $16,735,000 | -3.3% | 395,151 | +2.0% | 2.66% | -3.4% |
| Q2 2022 | $17,304,000 | +41.6% | 387,455 | +70.8% | 2.75% | +64.0% |
| Q1 2022 | $12,217,000 | -2.3% | 226,862 | +106.4% | 1.68% | -2.7% |
| Q4 2021 | $12,510,000 | +10.7% | 109,912 | +1.1% | 1.72% | -1.6% |
| Q3 2021 | $11,305,000 | -24.7% | 108,670 | -24.8% | 1.75% | -27.6% |
| Q2 2021 | $15,015,000 | +11.9% | 144,417 | +3.3% | 2.42% | +1.3% |
| Q1 2021 | $13,419,000 | -14.3% | 139,738 | -18.8% | 2.39% | -21.6% |
| Q4 2020 | $15,649,000 | +14.9% | 172,066 | +1.9% | 3.05% | -3.4% |
| Q3 2020 | $13,614,000 | +9.3% | 168,845 | +0.5% | 3.16% | -3.8% |
| Q2 2020 | $12,452,000 | +28.8% | 168,048 | +6.5% | 3.28% | +3.8% |
| Q1 2020 | $9,667,000 | +41.0% | 157,833 | +76.9% | 3.16% | +78.7% |
| Q4 2019 | $6,854,000 | +10.1% | 89,234 | +1.7% | 1.77% | +2.8% |
| Q3 2019 | $6,226,000 | +9.5% | 87,783 | +8.4% | 1.72% | +12.9% |
| Q2 2019 | $5,684,000 | – | 80,974 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |