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 | $38,295,699 | +118.8% | 756,832 | +126.5% | 1.04% | +148.3% |
| Q2 2023 | $17,498,912 | +15.1% | 334,140 | +6.3% | 0.42% | +2.7% |
| Q1 2023 | $15,209,258 | +32.3% | 314,436 | +23.5% | 0.41% | +15.9% |
| Q4 2022 | $11,498,892 | -0.4% | 254,682 | -6.5% | 0.35% | +27.0% |
| Q3 2022 | $11,541,000 | +1.5% | 272,520 | +7.1% | 0.28% | -6.1% |
| Q2 2022 | $11,367,000 | -11.7% | 254,523 | +6.4% | 0.30% | -7.8% |
| Q1 2022 | $12,880,000 | +0.8% | 239,188 | +113.0% | 0.32% | -16.4% |
| Q4 2021 | $12,781,000 | +13.7% | 112,269 | +3.9% | 0.38% | +32.4% |
| Q3 2021 | $11,245,000 | +12.0% | 108,093 | +11.9% | 0.29% | -1.0% |
| Q2 2021 | $10,042,000 | +21.5% | 96,589 | +12.3% | 0.29% | -1.0% |
| Q1 2021 | $8,263,000 | +9.8% | 86,042 | +4.0% | 0.30% | -14.2% |
| Q4 2020 | $7,527,000 | +38.9% | 82,766 | +23.1% | 0.34% | +19.8% |
| Q3 2020 | $5,419,000 | +18.1% | 67,213 | +8.5% | 0.29% | 0.0% |
| Q2 2020 | $4,589,000 | +39.3% | 61,943 | +15.1% | 0.29% | +1.1% |
| Q1 2020 | $3,295,000 | -20.6% | 53,799 | -0.4% | 0.28% | -3.1% |
| Q4 2019 | $4,149,000 | +2.6% | 54,026 | -5.2% | 0.29% | +30.1% |
| Q3 2019 | $4,042,000 | +117.8% | 56,996 | +115.5% | 0.23% | -13.4% |
| Q2 2019 | $1,856,000 | +19.9% | 26,446 | +15.5% | 0.26% | -1.1% |
| Q1 2019 | $1,548,000 | – | 22,899 | – | 0.26% | – |
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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% |