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 | $2,262,762 | -3.3% | 44,719 | +0.0% | 1.48% | +0.7% |
| Q2 2023 | $2,341,046 | +8.1% | 44,702 | -0.2% | 1.47% | +2.6% |
| Q1 2023 | $2,166,392 | +7.0% | 44,788 | -0.1% | 1.43% | +27.5% |
| Q4 2022 | $2,023,772 | +42.1% | 44,823 | +33.3% | 1.12% | +29.3% |
| Q3 2022 | $1,424,000 | -7.4% | 33,634 | -2.3% | 0.87% | +0.3% |
| Q2 2022 | $1,537,000 | -17.9% | 34,423 | -1.0% | 0.87% | -5.7% |
| Q1 2022 | $1,873,000 | -7.8% | 34,784 | +94.9% | 0.92% | -13.3% |
| Q4 2021 | $2,031,000 | +7.7% | 17,846 | -1.5% | 1.06% | -3.0% |
| Q3 2021 | $1,885,000 | -2.6% | 18,118 | -2.7% | 1.09% | -27.4% |
| Q2 2021 | $1,936,000 | +7.7% | 18,622 | -0.5% | 1.50% | -15.0% |
| Q1 2021 | $1,797,000 | +3.2% | 18,710 | -2.3% | 1.77% | -3.6% |
| Q4 2020 | $1,742,000 | -31.0% | 19,153 | -38.9% | 1.84% | -22.4% |
| Q3 2020 | $2,526,000 | +6.9% | 31,327 | -1.7% | 2.37% | +7.5% |
| Q2 2020 | $2,362,000 | -68.2% | 31,881 | -73.7% | 2.20% | -69.1% |
| Q1 2020 | $7,419,000 | -47.2% | 121,133 | -33.8% | 7.12% | -19.9% |
| Q4 2019 | $14,060,000 | -1.0% | 183,044 | -8.6% | 8.90% | -8.2% |
| Q3 2019 | $14,209,000 | -6.1% | 200,327 | -7.1% | 9.69% | -10.3% |
| Q2 2019 | $15,131,000 | +2.4% | 215,573 | -1.4% | 10.81% | -8.9% |
| Q1 2019 | $14,778,000 | +9.3% | 218,571 | -3.5% | 11.86% | -9.8% |
| Q4 2018 | $13,516,000 | – | 226,406 | – | 13.15% | – |
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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% |