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 | $1,433,455 | -5.3% | 28,329 | -2.0% | 0.62% | -3.6% |
| Q2 2023 | $1,514,435 | +6.3% | 28,918 | -1.8% | 0.65% | -1.8% |
| Q1 2023 | $1,425,118 | +2.1% | 29,463 | -4.7% | 0.66% | -9.4% |
| Q4 2022 | $1,396,205 | +27.0% | 30,924 | +19.1% | 0.73% | +13.4% |
| Q3 2022 | $1,099,000 | -10.2% | 25,960 | -5.3% | 0.64% | -9.1% |
| Q2 2022 | $1,224,000 | -17.6% | 27,416 | -0.6% | 0.70% | -22.6% |
| Q1 2022 | $1,485,000 | +2.8% | 27,574 | +72.2% | 0.91% | -19.7% |
| Q4 2021 | $1,445,000 | -6.5% | 16,012 | +7.7% | 1.13% | +23.4% |
| Q3 2021 | $1,546,000 | -1.2% | 14,863 | -1.3% | 0.92% | -10.8% |
| Q2 2021 | $1,565,000 | +4.4% | 15,056 | -3.6% | 1.03% | -4.7% |
| Q1 2021 | $1,499,000 | +1.1% | 15,613 | -4.2% | 1.08% | -7.1% |
| Q4 2020 | $1,482,000 | -0.2% | 16,290 | -11.5% | 1.16% | -14.5% |
| Q3 2020 | $1,485,000 | -6.5% | 18,412 | -12.5% | 1.36% | -11.3% |
| Q2 2020 | $1,589,000 | -61.1% | 21,039 | -66.0% | 1.53% | -65.0% |
| Q1 2020 | $4,088,000 | -12.8% | 61,907 | +3.3% | 4.38% | -4.7% |
| Q4 2019 | $4,689,000 | +3.4% | 59,940 | -6.4% | 4.59% | -4.7% |
| Q3 2019 | $4,533,000 | -11.4% | 64,060 | -10.1% | 4.82% | -10.4% |
| Q2 2019 | $5,115,000 | +3.7% | 71,280 | +1.6% | 5.38% | +1.5% |
| Q1 2019 | $4,934,000 | +8.4% | 70,150 | -2.8% | 5.30% | -3.6% |
| Q4 2018 | $4,552,000 | – | 72,134 | – | 5.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |