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 | $47 | -2.1% | 922 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48 | +6.7% | 922 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $45 | +7.1% | 922 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $42 | -99.9% | 922 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | -4.9% | 925 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $41,000 | -48.1% | 922 | -37.3% | 0.00% | -50.0% |
| Q1 2022 | $79,000 | +51.9% | 1,470 | +218.9% | 0.00% | +100.0% |
| Q4 2021 | $52,000 | +8.3% | 461 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 461 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | +13.5% | 461 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +8.8% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +21.4% | 461 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -20.0% | 461 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,000 | +6.1% | 461 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $33,000 | -28.3% | 461 | -29.7% | 0.00% | -25.0% |
| Q2 2019 | $46,000 | +4.5% | 656 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $44,000 | +12.8% | 656 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | +21.9% | 656 | +42.3% | 0.00% | +33.3% |
| Q3 2018 | $32,000 | +6.7% | 461 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | +20.0% | 461 | +16.4% | 0.00% | 0.0% |
| Q1 2018 | $25,000 | +38.9% | 396 | +43.5% | 0.00% | +50.0% |
| Q4 2017 | $18,000 | +63.6% | 276 | +47.6% | 0.00% | +100.0% |
| Q3 2017 | $11,000 | +266.7% | 187 | +274.0% | 0.00% | – |
| Q2 2017 | $3,000 | – | 50 | – | 0.00% | – |
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% |