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 | $2,032,400 | -23.5% | 40,166 | -20.9% | 0.78% | -16.0% |
| Q2 2023 | $2,658,161 | -8.8% | 50,757 | -15.8% | 0.93% | -17.1% |
| Q1 2023 | $2,915,163 | -7.0% | 60,268 | -13.2% | 1.12% | -17.2% |
| Q4 2022 | $3,134,674 | -0.7% | 69,428 | -6.8% | 1.36% | -7.9% |
| Q3 2022 | $3,156,000 | -8.5% | 74,532 | -3.5% | 1.48% | -5.5% |
| Q2 2022 | $3,449,000 | -17.5% | 77,220 | -0.6% | 1.56% | -12.4% |
| Q1 2022 | $4,182,000 | -0.3% | 77,662 | +110.6% | 1.78% | -2.1% |
| Q4 2021 | $4,196,000 | +5.3% | 36,868 | -3.7% | 1.82% | -3.1% |
| Q3 2021 | $3,984,000 | -1.5% | 38,298 | -1.6% | 1.88% | -5.6% |
| Q2 2021 | $4,045,000 | +3.2% | 38,909 | -4.7% | 1.99% | -7.4% |
| Q1 2021 | $3,921,000 | -21.4% | 40,834 | -25.5% | 2.15% | -28.2% |
| Q4 2020 | $4,988,000 | +8.9% | 54,844 | -3.4% | 3.00% | -10.8% |
| Q3 2020 | $4,579,000 | -2.6% | 56,788 | -10.5% | 3.36% | -8.7% |
| Q2 2020 | $4,703,000 | +14.4% | 63,465 | -5.4% | 3.68% | -7.9% |
| Q1 2020 | $4,110,000 | -73.3% | 67,110 | -66.5% | 3.99% | -70.2% |
| Q4 2019 | $15,390,000 | – | 200,371 | – | 13.38% | – |
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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% |