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 | $785,026 | -3.4% | 15,514 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $812,482 | +8.3% | 15,514 | +0.0% | 0.08% | +1.2% |
| Q1 2023 | $750,373 | +7.1% | 15,513 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $700,457 | +3.6% | 15,513 | -2.9% | 0.08% | -5.9% |
| Q3 2022 | $676,000 | -16.2% | 15,969 | -11.6% | 0.08% | -15.0% |
| Q2 2022 | $807,000 | -25.6% | 18,063 | -10.3% | 0.10% | -16.0% |
| Q1 2022 | $1,085,000 | -6.9% | 20,141 | +96.8% | 0.12% | +5.3% |
| Q4 2021 | $1,165,000 | +20.9% | 10,233 | +10.5% | 0.11% | +2.7% |
| Q3 2021 | $964,000 | -30.2% | 9,264 | -30.3% | 0.11% | -30.8% |
| Q2 2021 | $1,381,000 | +91.0% | 13,284 | +76.3% | 0.16% | +59.0% |
| Q1 2021 | $723,000 | -0.7% | 7,534 | -5.9% | 0.10% | -4.8% |
| Q4 2020 | $728,000 | +24.0% | 8,008 | +9.9% | 0.10% | +9.4% |
| Q3 2020 | $587,000 | +8.7% | 7,285 | 0.0% | 0.10% | -3.0% |
| Q2 2020 | $540,000 | +8.2% | 7,285 | -10.5% | 0.10% | -16.8% |
| Q1 2020 | $499,000 | -56.3% | 8,141 | -45.3% | 0.12% | -47.8% |
| Q4 2019 | $1,143,000 | +7.8% | 14,887 | -0.4% | 0.23% | +1.8% |
| Q3 2019 | $1,060,000 | -10.5% | 14,946 | -11.5% | 0.22% | -16.7% |
| Q2 2019 | $1,185,000 | +4.0% | 16,887 | +0.3% | 0.27% | -2.2% |
| Q1 2019 | $1,139,000 | -71.0% | 16,840 | -74.4% | 0.28% | -73.8% |
| Q4 2018 | $3,922,000 | – | 65,693 | – | 1.05% | – |
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% |