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 | $6,950,000 | +96845.2% | 137,348 | +0.3% | 0.41% | +4.3% |
| Q2 2023 | $7,169 | +7.2% | 136,887 | -1.0% | 0.40% | -4.1% |
| Q1 2023 | $6,688 | +7.5% | 138,263 | +0.3% | 0.41% | +0.7% |
| Q4 2022 | $6,222 | -99.9% | 137,808 | +0.4% | 0.41% | -2.8% |
| Q3 2022 | $5,814,000 | -4.8% | 137,282 | +0.4% | 0.42% | -3.0% |
| Q2 2022 | $6,108,000 | -23.1% | 136,773 | -7.3% | 0.44% | -14.0% |
| Q1 2022 | $7,946,000 | -8.0% | 147,563 | +94.5% | 0.51% | -7.2% |
| Q4 2021 | $8,634,000 | -0.5% | 75,857 | -9.1% | 0.54% | -41.3% |
| Q3 2021 | $8,679,000 | -6.5% | 83,428 | -3.0% | 0.93% | +35.4% |
| Q2 2021 | $9,284,000 | +12.7% | 86,022 | +0.3% | 0.69% | +2.4% |
| Q1 2021 | $8,239,000 | +5.9% | 85,792 | +0.3% | 0.67% | +4.0% |
| Q4 2020 | $7,783,000 | +13.2% | 85,569 | +0.4% | 0.64% | -0.8% |
| Q3 2020 | $6,875,000 | +18.0% | 85,265 | +8.4% | 0.65% | +9.8% |
| Q2 2020 | $5,827,000 | +55.8% | 78,636 | +28.8% | 0.59% | +27.1% |
| Q1 2020 | $3,739,000 | – | 61,051 | – | 0.46% | – |
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% |