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 | $17,417,100 | -16.9% | 344,211 | -14.0% | 2.46% | -12.7% |
| Q2 2023 | $20,964,756 | +11.2% | 400,320 | +2.7% | 2.82% | +2.2% |
| Q1 2023 | $18,846,649 | +11.1% | 389,635 | +3.7% | 2.76% | +3.3% |
| Q4 2022 | $16,965,000 | +12.2% | 375,743 | +5.2% | 2.68% | +7.4% |
| Q3 2022 | $15,125,000 | +11.0% | 357,149 | +17.0% | 2.49% | +41.6% |
| Q2 2022 | $13,627,000 | -17.3% | 305,136 | -0.3% | 1.76% | -27.1% |
| Q1 2022 | $16,486,000 | +4.3% | 306,139 | +120.5% | 2.42% | +8.0% |
| Q4 2021 | $15,806,000 | +13.8% | 138,866 | +4.1% | 2.24% | +4.8% |
| Q3 2021 | $13,884,000 | +12.1% | 133,460 | +12.1% | 2.13% | +6.7% |
| Q2 2021 | $12,380,000 | +16.6% | 119,072 | +7.7% | 2.00% | +5.8% |
| Q1 2021 | $10,616,000 | +36.7% | 110,552 | +29.4% | 1.89% | +19.1% |
| Q4 2020 | $7,768,000 | – | 85,412 | – | 1.59% | – |
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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% |