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 | $3,127,141 | -3.2% | 61,801 | +0.2% | 0.49% | -4.8% |
| Q2 2023 | $3,230,026 | +9.5% | 61,677 | +1.1% | 0.52% | -33.7% |
| Q1 2023 | $2,949,929 | +2717.4% | 60,987 | +2529.9% | 0.78% | +1804.9% |
| Q4 2022 | $104,703 | +6.8% | 2,319 | 0.0% | 0.04% | -8.9% |
| Q3 2022 | $98,000 | -19.0% | 2,319 | -14.4% | 0.04% | -19.6% |
| Q2 2022 | $121,000 | -28.4% | 2,710 | -13.7% | 0.06% | -15.2% |
| Q1 2022 | $169,000 | -17.2% | 3,142 | +75.5% | 0.07% | -25.8% |
| Q4 2021 | $204,000 | -57.1% | 1,790 | -60.8% | 0.09% | -63.1% |
| Q3 2021 | $475,000 | +405.3% | 4,568 | +403.1% | 0.24% | +382.0% |
| Q2 2021 | $94,000 | +19.0% | 908 | +10.7% | 0.05% | -5.7% |
| Q1 2021 | $79,000 | -62.0% | 820 | -64.1% | 0.05% | -65.8% |
| Q4 2020 | $208,000 | +13.0% | 2,285 | 0.0% | 0.16% | -7.2% |
| Q3 2020 | $184,000 | +7.6% | 2,285 | -1.0% | 0.17% | -1.8% |
| Q2 2020 | $171,000 | +10.3% | 2,309 | -9.0% | 0.17% | +39.3% |
| Q1 2020 | $155,000 | -21.7% | 2,537 | -1.4% | 0.12% | +1.7% |
| Q4 2019 | $198,000 | – | 2,574 | – | 0.12% | – |
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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% |