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 | $15,411,750 | -3.7% | 304,580 | -0.4% | 8.88% | -13.5% |
| Q2 2023 | $16,010,611 | +7.4% | 305,721 | -0.8% | 10.26% | -10.9% |
| Q1 2023 | $14,901,784 | +6.7% | 308,079 | -0.4% | 11.51% | -14.7% |
| Q4 2022 | $13,962,098 | +6.4% | 309,238 | -0.2% | 13.49% | -4.5% |
| Q3 2022 | $13,126,000 | -5.6% | 309,937 | -0.4% | 14.12% | +3.0% |
| Q2 2022 | $13,903,000 | -16.8% | 311,314 | +0.4% | 13.71% | +1.9% |
| Q1 2022 | $16,702,000 | -4.5% | 310,157 | +101.9% | 13.46% | +17.5% |
| Q4 2021 | $17,483,000 | +13.9% | 153,599 | +4.1% | 11.45% | +14.2% |
| Q3 2021 | $15,347,000 | -0.2% | 147,523 | -0.2% | 10.03% | +3.8% |
| Q2 2021 | $15,372,000 | +11.7% | 147,850 | +3.2% | 9.66% | +3.7% |
| Q1 2021 | $13,763,000 | +9.1% | 143,321 | +3.3% | 9.32% | +5.8% |
| Q4 2020 | $12,615,000 | +18.1% | 138,708 | +4.7% | 8.80% | +6.0% |
| Q3 2020 | $10,683,000 | +13.1% | 132,495 | +3.9% | 8.30% | +0.6% |
| Q2 2020 | $9,447,000 | +21.2% | 127,486 | +0.2% | 8.26% | +0.9% |
| Q1 2020 | $7,795,000 | -22.8% | 127,264 | -3.2% | 8.18% | +18.4% |
| Q4 2019 | $10,094,000 | – | 131,408 | – | 6.91% | – |
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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% |