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 | $7,369,940 | -3.4% | 145,651 | +0.0% | 3.54% | +1.0% |
| Q2 2023 | $7,626,136 | +7.9% | 145,620 | -0.3% | 3.51% | +4.8% |
| Q1 2023 | $7,065,490 | +10.7% | 146,072 | +3.3% | 3.35% | +5.8% |
| Q4 2022 | $6,383,189 | -7.6% | 141,377 | -13.3% | 3.16% | -6.6% |
| Q3 2022 | $6,906,000 | -5.1% | 163,080 | +0.0% | 3.39% | -3.0% |
| Q2 2022 | $7,280,000 | -15.4% | 163,012 | +2.1% | 3.49% | +0.7% |
| Q1 2022 | $8,601,000 | +1.2% | 159,724 | +114.0% | 3.47% | +27.3% |
| Q4 2021 | $8,497,000 | +9.4% | 74,650 | +0.0% | 2.72% | +2.6% |
| Q3 2021 | $7,765,000 | +7.0% | 74,640 | +6.9% | 2.66% | +11.9% |
| Q2 2021 | $7,260,000 | +15.7% | 69,830 | +6.9% | 2.37% | +0.4% |
| Q1 2021 | $6,273,000 | +5.8% | 65,320 | +0.2% | 2.36% | -22.7% |
| Q4 2020 | $5,930,000 | +12.7% | 65,201 | -0.1% | 3.06% | +3.6% |
| Q3 2020 | $5,262,000 | +10.4% | 65,257 | +1.5% | 2.95% | -1.6% |
| Q2 2020 | $4,765,000 | +19.6% | 64,298 | -1.2% | 3.00% | +0.8% |
| Q1 2020 | $3,984,000 | -29.4% | 65,053 | -11.4% | 2.98% | -34.7% |
| Q4 2019 | $5,641,000 | +9.2% | 73,443 | +0.8% | 4.56% | +16.6% |
| Q3 2019 | $5,166,000 | +1.4% | 72,828 | +0.3% | 3.91% | -0.9% |
| Q2 2019 | $5,094,000 | +7.3% | 72,575 | +3.4% | 3.94% | +2.8% |
| Q1 2019 | $4,746,000 | +31.5% | 70,201 | +16.1% | 3.84% | -6.1% |
| Q4 2018 | $3,610,000 | – | 60,469 | – | 4.09% | – |
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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% |