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 | $2,264,855 | -2.4% | 45,461 | +2.5% | 0.62% | -0.6% |
| Q2 2023 | $2,321,700 | +75.3% | 44,333 | +61.9% | 0.63% | +75.4% |
| Q1 2023 | $1,324,541 | +29.5% | 27,384 | +22.5% | 0.36% | +20.1% |
| Q4 2022 | $1,022,887 | +3.1% | 22,348 | -0.3% | 0.30% | -3.2% |
| Q3 2022 | $992,000 | -9.2% | 22,410 | -5.5% | 0.31% | -6.1% |
| Q2 2022 | $1,093,000 | -84.3% | 23,715 | -81.9% | 0.33% | -78.8% |
| Q1 2022 | $6,960,000 | +7.6% | 130,843 | +130.2% | 1.54% | +13.9% |
| Q4 2021 | $6,468,000 | +25.4% | 56,829 | +17.2% | 1.36% | +10.9% |
| Q3 2021 | $5,157,000 | +8.9% | 48,505 | +6.5% | 1.22% | +3.6% |
| Q2 2021 | $4,737,000 | +92.9% | 45,562 | +78.2% | 1.18% | +77.9% |
| Q1 2021 | $2,456,000 | +43.2% | 25,571 | +37.7% | 0.66% | +34.1% |
| Q4 2020 | $1,715,000 | +23.6% | 18,567 | +7.9% | 0.50% | +1.0% |
| Q3 2020 | $1,388,000 | +117.2% | 17,210 | +105.2% | 0.49% | +93.7% |
| Q2 2020 | $639,000 | – | 8,388 | – | 0.25% | – |
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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% |