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 | $16,776,140 | -28.8% | 331,541 | -26.4% | 0.02% | -40.5% |
| Q2 2023 | $23,554,111 | -71.3% | 450,280 | -73.5% | 0.04% | -72.9% |
| Q1 2023 | $82,158,523 | +6.9% | 1,698,621 | -0.2% | 0.16% | -0.6% |
| Q4 2022 | $76,873,469 | +5.6% | 1,702,609 | -1.0% | 0.16% | -6.0% |
| Q3 2022 | $72,821,000 | -11.8% | 1,719,507 | -7.0% | 0.17% | -8.8% |
| Q2 2022 | $82,586,000 | -9.9% | 1,849,334 | +4.7% | 0.18% | +2.2% |
| Q1 2022 | $91,687,000 | -6.7% | 1,766,512 | +104.5% | 0.18% | -4.3% |
| Q4 2021 | $98,256,000 | -11.7% | 863,817 | -19.2% | 0.19% | -19.8% |
| Q3 2021 | $111,316,000 | -10.9% | 1,069,579 | -11.1% | 0.23% | -14.1% |
| Q2 2021 | $124,951,000 | -1.7% | 1,202,509 | -9.2% | 0.27% | -11.8% |
| Q1 2021 | $127,080,000 | +8.5% | 1,324,788 | +2.9% | 0.31% | -2.2% |
| Q4 2020 | $117,177,000 | +7.4% | 1,287,590 | -4.9% | 0.31% | -4.0% |
| Q3 2020 | $109,060,000 | +15.4% | 1,353,782 | +6.5% | 0.33% | +2.8% |
| Q2 2020 | $94,481,000 | +33.1% | 1,271,727 | -81.3% | 0.32% | +8.9% |
| Q1 2020 | $70,966,000 | – | 6,816,297 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |