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 | $882,234 | -96.0% | 17,435 | -95.9% | 0.53% | -95.3% |
| Q2 2023 | $22,004,776 | +8.9% | 420,179 | +0.6% | 11.28% | +1.7% |
| Q1 2023 | $20,210,238 | +411.9% | 417,826 | +377.8% | 11.09% | +386.1% |
| Q4 2022 | $3,948,283 | +370.6% | 87,448 | +341.6% | 2.28% | +353.5% |
| Q3 2022 | $839,000 | -23.4% | 19,803 | -19.3% | 0.50% | -22.4% |
| Q2 2022 | $1,095,000 | -86.1% | 24,528 | -83.2% | 0.65% | -85.5% |
| Q1 2022 | $7,883,000 | -13.6% | 146,383 | +82.5% | 4.47% | -13.3% |
| Q4 2021 | $9,129,000 | +12.6% | 80,203 | +2.9% | 5.16% | -1.8% |
| Q3 2021 | $8,106,000 | +1.8% | 77,917 | +1.7% | 5.25% | +1.5% |
| Q2 2021 | $7,962,000 | +12.9% | 76,584 | +4.3% | 5.17% | -0.7% |
| Q1 2021 | $7,051,000 | +6.6% | 73,425 | +0.9% | 5.21% | +7.1% |
| Q4 2020 | $6,616,000 | +8.2% | 72,739 | -4.1% | 4.87% | +1.5% |
| Q3 2020 | $6,113,000 | +141.6% | 75,815 | +131.7% | 4.80% | +173.8% |
| Q2 2020 | $2,530,000 | -58.1% | 32,722 | -66.8% | 1.75% | -66.4% |
| Q1 2020 | $6,033,000 | -14.3% | 98,498 | +7.5% | 5.21% | -6.3% |
| Q4 2019 | $7,039,000 | – | 91,645 | – | 5.56% | – |
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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% |