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 2022 | $17,799,000 | +2.4% | 420,281 | +8.0% | 0.50% | +2.3% |
| Q2 2022 | $17,381,000 | +123.0% | 389,177 | +168.9% | 0.49% | +162.7% |
| Q1 2022 | $7,793,000 | -8.1% | 144,717 | +94.1% | 0.18% | -14.4% |
| Q4 2021 | $8,484,000 | +25.8% | 74,543 | +15.0% | 0.22% | +7.5% |
| Q3 2021 | $6,744,000 | -45.8% | 64,824 | -45.9% | 0.20% | -54.4% |
| Q2 2021 | $12,448,000 | +33.0% | 119,724 | +22.8% | 0.44% | -6.4% |
| Q1 2021 | $9,362,000 | +16.5% | 97,487 | +10.3% | 0.47% | -21.4% |
| Q4 2020 | $8,035,000 | -76.8% | 88,349 | -79.4% | 0.60% | -80.8% |
| Q3 2020 | $34,572,000 | +217.6% | 428,775 | +191.9% | 3.12% | +90.4% |
| Q2 2020 | $10,886,000 | +396.2% | 146,913 | +343.2% | 1.64% | +159.9% |
| Q1 2020 | $2,194,000 | -88.6% | 33,145 | -86.8% | 0.63% | -92.3% |
| Q4 2019 | $19,269,000 | +231.9% | 250,872 | +206.5% | 8.25% | +190.8% |
| Q3 2019 | $5,806,000 | -30.3% | 81,849 | -31.0% | 2.84% | -39.5% |
| Q2 2019 | $8,329,000 | -32.3% | 118,658 | -34.8% | 4.69% | -51.9% |
| Q1 2019 | $12,298,000 | +151.5% | 181,893 | +122.1% | 9.75% | +98.6% |
| Q4 2018 | $4,890,000 | – | 81,908 | – | 4.91% | – |
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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% |