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 | $9,979,212 | -1.7% | 197,218 | +1.7% | 3.69% | +0.7% |
| Q2 2023 | $10,154,380 | +5.4% | 193,897 | -2.6% | 3.66% | +2.1% |
| Q1 2023 | $9,632,503 | +106019.9% | 199,142 | -0.9% | 3.59% | -16.7% |
| Q4 2022 | $9,077 | -99.9% | 201,038 | +6.1% | 4.30% | +15.8% |
| Q3 2022 | $8,025,000 | -26.6% | 189,504 | +57.6% | 3.72% | -23.7% |
| Q4 2020 | $10,937,000 | +8.5% | 120,258 | -3.8% | 4.87% | -3.4% |
| Q3 2020 | $10,077,000 | +28.8% | 124,973 | -2.2% | 5.05% | -9.7% |
| Q1 2020 | $7,823,000 | -23.3% | 127,724 | -6.8% | 5.59% | -7.3% |
| Q3 2019 | $10,194,000 | +6.0% | 137,067 | +2.0% | 6.03% | -1.2% |
| Q2 2019 | $9,613,000 | +7.5% | 134,351 | -10.3% | 6.11% | -9.9% |
| Q4 2018 | $8,939,000 | -13.4% | 149,727 | +1.0% | 6.77% | +3.4% |
| Q3 2018 | $10,317,000 | +2.9% | 148,312 | -3.9% | 6.55% | -7.1% |
| Q2 2018 | $10,029,000 | -1.8% | 154,315 | -6.9% | 7.05% | -6.3% |
| Q1 2018 | $10,214,000 | -0.6% | 165,674 | +2.8% | 7.52% | -2.6% |
| Q4 2017 | $10,280,000 | – | 161,183 | – | 7.73% | – |
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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% |