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 | $148,562 | -3.4% | 2,936 | 0.0% | 0.04% | +5.6% |
| Q2 2023 | $153,758 | +8.3% | 2,936 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $142,014 | +7.1% | 2,936 | 0.0% | 0.04% | +6.1% |
| Q4 2022 | $132,560 | +6.0% | 2,936 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $125,000 | -4.6% | 2,936 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $131,000 | -17.1% | 2,936 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $158,000 | -5.4% | 2,936 | +100.0% | 0.04% | -7.5% |
| Q4 2021 | $167,000 | +9.2% | 1,468 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $153,000 | 0.0% | 1,468 | 0.0% | 0.04% | -4.8% |
| Q2 2021 | $153,000 | +8.5% | 1,468 | +152.7% | 0.04% | 0.0% |
| Q1 2021 | $141,000 | +5.2% | 581 | -60.4% | 0.04% | -6.7% |
| Q4 2020 | $134,000 | +13.6% | 1,468 | 0.0% | 0.04% | +4.7% |
| Q3 2020 | $118,000 | +8.3% | 1,468 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $109,000 | +21.1% | 1,468 | 0.0% | 0.04% | +5.0% |
| Q1 2020 | $90,000 | -20.4% | 1,468 | 0.0% | 0.04% | -16.7% |
| Q4 2019 | $113,000 | – | 1,468 | – | 0.05% | – |
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% |