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 | $28,435,252 | -6.6% | 559,639 | -3.7% | 3.31% | -2.0% |
| Q2 2023 | $30,438,260 | +4.9% | 581,105 | -3.4% | 3.38% | -3.9% |
| Q1 2023 | $29,015,981 | -42.2% | 601,617 | -45.2% | 3.52% | -45.0% |
| Q4 2022 | $50,219,646 | +4.7% | 1,097,218 | +1.2% | 6.39% | -8.6% |
| Q3 2022 | $47,987,000 | -2.3% | 1,083,722 | +0.1% | 7.00% | -4.3% |
| Q2 2022 | $49,115,000 | -14.5% | 1,082,783 | +0.3% | 7.31% | -7.1% |
| Q1 2022 | $57,445,000 | -1.2% | 1,079,995 | +109.1% | 7.87% | -0.6% |
| Q4 2021 | $58,135,000 | +5.3% | 516,392 | -2.7% | 7.91% | -10.4% |
| Q3 2021 | $55,215,000 | -1.6% | 530,757 | -1.6% | 8.84% | -5.7% |
| Q2 2021 | $56,096,000 | +1.5% | 539,538 | -2.0% | 9.37% | -8.9% |
| Q1 2021 | $55,252,000 | +8.4% | 550,754 | -1.7% | 10.28% | -11.5% |
| Q4 2020 | $50,977,000 | +10.4% | 560,493 | -2.1% | 11.62% | -7.2% |
| Q3 2020 | $46,177,000 | +7.4% | 572,701 | -1.3% | 12.52% | -12.2% |
| Q2 2020 | $42,976,000 | +1330.1% | 579,976 | +1394.3% | 14.26% | +996.2% |
| Q4 2019 | $3,005,000 | +62.4% | 38,813 | +47.0% | 1.30% | +26.4% |
| Q3 2019 | $1,850,000 | +177.4% | 26,399 | +180.9% | 1.03% | +110.0% |
| Q2 2019 | $667,000 | +5.0% | 9,398 | 0.0% | 0.49% | -1.0% |
| Q1 2019 | $635,000 | +13.2% | 9,398 | 0.0% | 0.50% | -6.4% |
| Q4 2018 | $561,000 | – | 9,398 | – | 0.53% | – |
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% |