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 | $1,431,170 | -3.7% | 28,284 | -0.3% | 0.37% | -2.9% |
| Q2 2023 | $1,486,103 | +7.4% | 28,377 | -0.8% | 0.38% | +3.6% |
| Q1 2023 | $1,383,866 | +1.3% | 28,610 | -5.4% | 0.36% | -8.1% |
| Q4 2022 | $1,365,742 | -24.4% | 30,249 | -29.1% | 0.40% | -30.9% |
| Q3 2022 | $1,807,000 | -59.9% | 42,677 | -57.7% | 0.57% | -58.9% |
| Q2 2022 | $4,509,000 | +160.0% | 100,969 | +213.6% | 1.39% | +126.7% |
| Q1 2022 | $1,734,000 | -9.5% | 32,201 | +91.2% | 0.62% | -1.6% |
| Q4 2021 | $1,917,000 | +5.3% | 16,843 | -3.7% | 0.62% | -13.3% |
| Q3 2021 | $1,820,000 | -1.1% | 17,498 | -1.1% | 0.72% | -10.9% |
| Q2 2021 | $1,840,000 | -6.3% | 17,697 | -13.4% | 0.81% | -30.4% |
| Q1 2021 | $1,963,000 | -35.0% | 20,442 | -38.4% | 1.16% | -50.7% |
| Q4 2020 | $3,021,000 | -3.9% | 33,212 | -14.9% | 2.36% | -16.2% |
| Q3 2020 | $3,145,000 | -6.3% | 39,009 | -13.9% | 2.81% | -8.1% |
| Q2 2020 | $3,356,000 | +31.1% | 45,284 | +8.4% | 3.06% | +11.1% |
| Q1 2020 | $2,559,000 | +85.3% | 41,778 | +132.4% | 2.76% | +118.9% |
| Q4 2019 | $1,381,000 | +14.8% | 17,979 | +6.0% | 1.26% | +7.8% |
| Q3 2019 | $1,203,000 | +76.1% | 16,958 | +78.8% | 1.17% | +77.4% |
| Q2 2019 | $683,000 | +14.2% | 9,485 | +7.2% | 0.66% | +10.4% |
| Q1 2019 | $598,000 | +52.6% | 8,847 | +34.6% | 0.60% | +36.3% |
| Q4 2018 | $392,000 | – | 6,573 | – | 0.44% | – |
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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% |