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 | $8,108,669 | -11.9% | 160,250 | -8.8% | 2.80% | -13.0% |
| Q2 2023 | $9,205,040 | -2.2% | 175,769 | -9.6% | 3.22% | -8.9% |
| Q1 2023 | $9,408,657 | +7.8% | 194,514 | +0.7% | 3.53% | +1.7% |
| Q4 2022 | $8,724,934 | +4.1% | 193,243 | -2.3% | 3.48% | -3.0% |
| Q3 2022 | $8,379,000 | -10.8% | 197,846 | -4.2% | 3.58% | -1.9% |
| Q2 2022 | $9,395,000 | -15.7% | 206,483 | -0.2% | 3.65% | -3.0% |
| Q1 2022 | $11,143,000 | +0.1% | 206,934 | +111.5% | 3.76% | -0.4% |
| Q4 2021 | $11,137,000 | +9.8% | 97,846 | +0.4% | 3.78% | +3.7% |
| Q3 2021 | $10,140,000 | +1.4% | 97,475 | +3.0% | 3.64% | -0.9% |
| Q2 2021 | $9,996,000 | -19.5% | 94,631 | -22.8% | 3.67% | -25.7% |
| Q1 2021 | $12,418,000 | +7.5% | 122,501 | -3.6% | 4.95% | -5.7% |
| Q4 2020 | $11,556,000 | +3.2% | 127,061 | -4.1% | 5.25% | -3.0% |
| Q3 2020 | $11,200,000 | -1.2% | 132,483 | -11.0% | 5.41% | -7.0% |
| Q2 2020 | $11,338,000 | +69.9% | 148,913 | +33.3% | 5.82% | +23.7% |
| Q1 2020 | $6,674,000 | -25.2% | 111,736 | -2.4% | 4.70% | +12.5% |
| Q4 2019 | $8,928,000 | +5.6% | 114,480 | -4.1% | 4.18% | -0.1% |
| Q3 2019 | $8,451,000 | -2.1% | 119,434 | -3.4% | 4.18% | -29.5% |
| Q2 2019 | $8,632,000 | +0.4% | 123,689 | -2.7% | 5.93% | +5.0% |
| Q1 2019 | $8,594,000 | +139.5% | 127,117 | +111.5% | 5.65% | +62.6% |
| Q4 2018 | $3,588,000 | – | 60,105 | – | 3.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |