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 | $3,846,931 | -3.5% | 76,026 | -0.1% | 0.95% | +0.2% |
| Q2 2023 | $3,985,016 | +8.4% | 76,093 | +0.1% | 0.95% | +2.0% |
| Q1 2023 | $3,676,227 | +7.2% | 76,002 | +0.1% | 0.93% | -0.6% |
| Q4 2022 | $3,428,780 | -4.6% | 75,942 | -10.7% | 0.94% | -25.0% |
| Q3 2022 | $3,593,000 | -12.4% | 85,045 | -7.4% | 1.25% | -13.8% |
| Q2 2022 | $4,102,000 | -19.0% | 91,844 | -2.3% | 1.45% | -8.3% |
| Q1 2022 | $5,063,000 | -4.8% | 94,029 | +101.3% | 1.58% | -2.5% |
| Q4 2021 | $5,317,000 | +8.4% | 46,711 | -0.9% | 1.62% | -2.3% |
| Q3 2021 | $4,903,000 | -1.4% | 47,127 | -1.5% | 1.66% | -4.9% |
| Q2 2021 | $4,974,000 | +14.8% | 47,844 | +6.1% | 1.74% | +0.9% |
| Q1 2021 | $4,331,000 | +2.0% | 45,097 | -3.4% | 1.73% | -8.4% |
| Q4 2020 | $4,244,000 | -0.5% | 46,665 | -11.8% | 1.89% | -15.9% |
| Q3 2020 | $4,265,000 | +18.3% | 52,901 | +8.8% | 2.24% | +11.7% |
| Q2 2020 | $3,604,000 | +26.0% | 48,636 | +4.1% | 2.01% | +3.8% |
| Q1 2020 | $2,861,000 | -2.8% | 46,703 | +21.9% | 1.94% | +16.0% |
| Q4 2019 | $2,942,000 | +38.0% | 38,298 | +27.4% | 1.67% | +27.6% |
| Q3 2019 | $2,132,000 | +9.3% | 30,058 | +8.2% | 1.31% | +4.4% |
| Q2 2019 | $1,951,000 | +13.7% | 27,790 | +9.5% | 1.25% | +6.8% |
| Q1 2019 | $1,716,000 | +91.9% | 25,381 | +69.5% | 1.17% | +61.2% |
| Q4 2018 | $894,000 | – | 14,976 | – | 0.73% | – |
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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% |