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 | $10,245,305 | -15.1% | 202,476 | -12.1% | 1.12% | -14.0% |
| Q2 2023 | $12,062,035 | +7.5% | 230,323 | -0.7% | 1.30% | +1.3% |
| Q1 2023 | $11,219,682 | +9.0% | 231,955 | +1.7% | 1.28% | +1.3% |
| Q4 2022 | $10,292,727 | +36.2% | 227,967 | +27.8% | 1.26% | +22.5% |
| Q3 2022 | $7,556,000 | -16.7% | 178,422 | -12.2% | 1.03% | -14.2% |
| Q2 2022 | $9,071,000 | +141.7% | 203,120 | +191.5% | 1.20% | +159.8% |
| Q1 2022 | $3,753,000 | +22.6% | 69,692 | +159.1% | 0.46% | +23.1% |
| Q4 2021 | $3,061,000 | +9.4% | 26,896 | -0.0% | 0.38% | +3.3% |
| Q3 2021 | $2,799,000 | +2.1% | 26,903 | +2.0% | 0.36% | -0.3% |
| Q2 2021 | $2,742,000 | +6.9% | 26,372 | -1.2% | 0.36% | -3.7% |
| Q1 2021 | $2,564,000 | +6.6% | 26,703 | +0.9% | 0.38% | -4.1% |
| Q4 2020 | $2,406,000 | +16.4% | 26,456 | +3.2% | 0.40% | -0.8% |
| Q3 2020 | $2,067,000 | +7.7% | 25,637 | -1.0% | 0.40% | +1.8% |
| Q2 2020 | $1,919,000 | +6.5% | 25,903 | -12.0% | 0.39% | -2.2% |
| Q1 2020 | $1,802,000 | – | 29,427 | – | 0.40% | – |
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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% |