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 | $478,929 | -3.4% | 9,465 | 0.0% | 0.20% | -7.8% |
| Q2 2023 | $495,682 | +6.8% | 9,465 | -1.4% | 0.22% | 0.0% |
| Q1 2023 | $464,110 | +7.1% | 9,595 | +0.0% | 0.22% | -1.8% |
| Q4 2022 | $433,169 | +6.7% | 9,594 | 0.0% | 0.22% | +1.4% |
| Q3 2022 | $406,000 | -5.1% | 9,594 | +0.1% | 0.22% | +2.3% |
| Q2 2022 | $428,000 | -16.9% | 9,580 | +0.2% | 0.21% | +6.0% |
| Q1 2022 | $515,000 | -5.5% | 9,560 | +99.8% | 0.20% | -6.5% |
| Q4 2021 | $545,000 | +9.4% | 4,785 | 0.0% | 0.22% | +6.4% |
| Q3 2021 | $498,000 | +0.2% | 4,785 | 0.0% | 0.20% | +2.5% |
| Q2 2021 | $497,000 | -28.7% | 4,785 | -34.1% | 0.20% | -34.8% |
| Q1 2021 | $697,000 | -1.6% | 7,260 | -6.7% | 0.30% | +9.8% |
| Q4 2020 | $708,000 | +7.3% | 7,785 | -4.9% | 0.28% | -7.4% |
| Q3 2020 | $660,000 | +3.3% | 8,185 | -5.0% | 0.30% | -6.0% |
| Q2 2020 | $639,000 | +45.9% | 8,620 | +20.6% | 0.32% | -21.8% |
| Q1 2020 | $438,000 | -33.8% | 7,150 | -17.1% | 0.40% | +33.3% |
| Q4 2019 | $662,000 | +8.3% | 8,620 | 0.0% | 0.30% | +4.1% |
| Q3 2019 | $611,000 | +54.3% | 8,620 | +52.9% | 0.29% | +62.6% |
| Q2 2019 | $396,000 | – | 5,638 | – | 0.18% | – |
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% |