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 | $240,957 | -28.6% | 4,762 | -26.1% | 0.01% | -26.7% |
| Q2 2023 | $337,687 | +5.6% | 6,448 | -2.5% | 0.02% | 0.0% |
| Q1 2023 | $319,809 | +5.4% | 6,612 | -1.6% | 0.02% | -85.6% |
| Q4 2022 | $303,369 | -13.3% | 6,719 | -18.7% | 0.10% | +420.0% |
| Q3 2022 | $350,000 | +16.3% | 8,260 | +22.6% | 0.02% | +17.6% |
| Q2 2022 | $301,000 | -22.0% | 6,737 | -5.9% | 0.02% | -10.5% |
| Q1 2022 | $386,000 | -6.8% | 7,160 | +97.0% | 0.02% | -5.0% |
| Q4 2021 | $414,000 | +73.9% | 3,635 | +58.9% | 0.02% | +53.8% |
| Q3 2021 | $238,000 | +3.5% | 2,287 | +3.5% | 0.01% | 0.0% |
| Q2 2021 | $230,000 | -28.6% | 2,210 | -34.0% | 0.01% | -31.6% |
| Q1 2021 | $322,000 | +1.6% | 3,351 | -3.8% | 0.02% | -13.6% |
| Q4 2020 | $317,000 | -0.3% | 3,485 | -12.8% | 0.02% | -8.3% |
| Q3 2020 | $318,000 | -19.9% | 3,996 | -20.2% | 0.02% | -42.9% |
| Q2 2020 | $397,000 | -0.8% | 5,010 | -23.3% | 0.04% | -27.6% |
| Q1 2020 | $400,000 | -61.9% | 6,535 | -52.2% | 0.06% | +26.1% |
| Q4 2019 | $1,050,000 | +120.1% | 13,674 | +110.9% | 0.05% | -20.7% |
| Q3 2019 | $477,000 | +47600.0% | 6,483 | -45.0% | 0.06% | – |
| Q2 2019 | $1,000 | -99.9% | 11,786 | -5.3% | 0.00% | -100.0% |
| Q1 2019 | $841,000 | -6.0% | 12,442 | -10.1% | 0.12% | -25.3% |
| Q4 2018 | $895,000 | – | 13,835 | – | 0.16% | – |
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% |