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 | $1,482,336 | -3.3% | 29,295 | +0.0% | 0.49% | +0.6% |
| Q2 2023 | $1,533,632 | +8.3% | 29,285 | +0.0% | 0.49% | -0.6% |
| Q1 2023 | $1,415,994 | +5.8% | 29,274 | -1.2% | 0.49% | -1.0% |
| Q4 2022 | $1,338,428 | +6.6% | 29,644 | +0.0% | 0.49% | -7.5% |
| Q3 2022 | $1,255,000 | -4.8% | 29,631 | +0.4% | 0.53% | +0.6% |
| Q2 2022 | $1,318,000 | -16.7% | 29,503 | +0.4% | 0.53% | -3.1% |
| Q1 2022 | $1,582,000 | -5.1% | 29,385 | +100.6% | 0.55% | -3.2% |
| Q4 2021 | $1,667,000 | +9.8% | 14,649 | +0.4% | 0.57% | +6.2% |
| Q3 2021 | $1,518,000 | +0.3% | 14,595 | +0.3% | 0.53% | +27.5% |
| Q2 2021 | $1,513,000 | +8.5% | 14,549 | +0.2% | 0.42% | -0.9% |
| Q1 2021 | $1,395,000 | +5.6% | 14,525 | +0.0% | 0.42% | +1.2% |
| Q4 2020 | $1,321,000 | +12.9% | 14,521 | +0.0% | 0.42% | -1.9% |
| Q3 2020 | $1,170,000 | +8.8% | 14,515 | +0.1% | 0.42% | +1.2% |
| Q2 2020 | $1,075,000 | -61.9% | 14,507 | -68.5% | 0.42% | -69.5% |
| Q1 2020 | $2,822,000 | – | 46,075 | – | 1.38% | – |
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% |