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 | $970,902 | +24.7% | 19,188 | +29.1% | 0.15% | +25.4% |
| Q2 2023 | $778,323 | +17.5% | 14,862 | +8.5% | 0.12% | +13.0% |
| Q1 2023 | $662,471 | +12.8% | 13,696 | +5.2% | 0.11% | +8.0% |
| Q4 2022 | $587,546 | +11.7% | 13,013 | +4.7% | 0.10% | +9.9% |
| Q3 2022 | $526,000 | +0.4% | 12,428 | +6.0% | 0.09% | -34.5% |
| Q2 2022 | $524,000 | -15.5% | 11,727 | +1.9% | 0.14% | +61.6% |
| Q1 2022 | $620,000 | -5.9% | 11,507 | +98.8% | 0.09% | +2.4% |
| Q4 2021 | $659,000 | +10.8% | 5,787 | +1.1% | 0.08% | +6.3% |
| Q3 2021 | $595,000 | -1.0% | 5,722 | -1.0% | 0.08% | -4.8% |
| Q2 2021 | $601,000 | +8.9% | 5,778 | +0.5% | 0.08% | +1.2% |
| Q1 2021 | $552,000 | +6.6% | 5,748 | +0.9% | 0.08% | +10.8% |
| Q4 2020 | $518,000 | +13.6% | 5,695 | +0.7% | 0.07% | 0.0% |
| Q3 2020 | $456,000 | +2.5% | 5,655 | -2.1% | 0.07% | +4.2% |
| Q2 2020 | $445,000 | +14.7% | 5,774 | +1.7% | 0.07% | +1.4% |
| Q1 2020 | $388,000 | -3.5% | 5,676 | -0.4% | 0.07% | 0.0% |
| Q4 2019 | $402,000 | +2.0% | 5,699 | +2.5% | 0.07% | -6.7% |
| Q3 2019 | $394,000 | +1.3% | 5,559 | +0.2% | 0.08% | -1.3% |
| Q2 2019 | $389,000 | +14.4% | 5,548 | +10.3% | 0.08% | +10.1% |
| Q1 2019 | $340,000 | +14.5% | 5,032 | +1.2% | 0.07% | +6.2% |
| Q4 2018 | $297,000 | – | 4,974 | – | 0.06% | – |
Download | ||||||
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% |