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 | $21,387,102 | -15.5% | 422,670 | -12.6% | 1.94% | -7.6% |
| Q2 2023 | $25,317,805 | +2.3% | 483,441 | -5.5% | 2.10% | +3.7% |
| Q1 2023 | $24,753,396 | +1.0% | 511,751 | -5.8% | 2.02% | -0.5% |
| Q4 2022 | $24,519,069 | -5.7% | 543,058 | -11.6% | 2.03% | -1.0% |
| Q3 2022 | $26,011,000 | -9.0% | 614,190 | -4.0% | 2.05% | -0.2% |
| Q2 2022 | $28,571,000 | -22.7% | 639,741 | -6.8% | 2.06% | -6.0% |
| Q1 2022 | $36,972,000 | +6585.7% | 686,585 | +9428.0% | 2.19% | +744.4% |
| Q4 2019 | $553,000 | +16.9% | 7,206 | +8.1% | 0.26% | +41.5% |
| Q3 2019 | $473,000 | +29.2% | 6,664 | +28.0% | 0.18% | +40.8% |
| Q2 2019 | $366,000 | +22.0% | 5,208 | +17.5% | 0.13% | +60.5% |
| Q1 2019 | $300,000 | +57.9% | 4,431 | +39.2% | 0.08% | +37.3% |
| Q4 2018 | $190,000 | -10.4% | 3,184 | +4.6% | 0.06% | +15.7% |
| Q3 2018 | $212,000 | +46.2% | 3,045 | +36.4% | 0.05% | -25.0% |
| Q2 2018 | $145,000 | +98.6% | 2,233 | +92.8% | 0.07% | +100.0% |
| Q1 2018 | $73,000 | – | 1,158 | – | 0.03% | – |
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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% |