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 | $9,179,315 | -1.8% | 181,409 | +1.6% | 2.49% | -0.8% |
| Q2 2023 | $9,350,725 | +3.8% | 178,551 | -4.2% | 2.51% | -8.3% |
| Q1 2023 | $9,010,968 | +5.4% | 186,293 | -1.6% | 2.74% | -3.2% |
| Q4 2022 | $8,545,519 | -2.3% | 189,270 | -8.4% | 2.83% | -11.9% |
| Q3 2022 | $8,749,000 | -7.1% | 206,596 | +18.1% | 3.21% | +7.4% |
| Q2 2022 | $9,418,000 | 0.0% | 174,886 | 0.0% | 2.99% | 0.0% |
| Q1 2022 | $9,418,000 | +102.5% | 174,886 | +328.1% | 2.99% | +86.2% |
| Q4 2021 | $4,650,000 | +7.3% | 40,855 | -2.0% | 1.60% | -9.6% |
| Q3 2021 | $4,335,000 | -5.6% | 41,668 | -5.7% | 1.78% | -15.6% |
| Q2 2021 | $4,592,000 | +8.7% | 44,166 | +0.4% | 2.10% | -6.0% |
| Q1 2021 | $4,226,000 | +2.5% | 44,003 | -3.3% | 2.24% | -8.7% |
| Q4 2020 | $4,124,000 | +12.0% | 45,518 | -0.3% | 2.45% | -15.2% |
| Q3 2020 | $3,682,000 | -49.5% | 45,668 | -7.2% | 2.89% | +4.8% |
| Q2 2020 | $7,290,000 | +122.9% | 49,236 | -7.8% | 2.76% | -7.5% |
| Q1 2020 | $3,271,000 | -16.6% | 53,409 | -3.4% | 2.98% | +9.6% |
| Q4 2019 | $3,922,000 | 0.0% | 55,300 | 0.0% | 2.72% | +0.5% |
| Q3 2019 | $3,922,000 | -2.7% | 55,300 | -3.7% | 2.71% | -4.8% |
| Q2 2019 | $4,029,000 | +1.4% | 57,407 | -2.3% | 2.85% | -3.5% |
| Q1 2019 | $3,973,000 | +7.0% | 58,760 | -5.5% | 2.95% | -7.8% |
| Q4 2018 | $3,714,000 | – | 62,210 | – | 3.20% | – |
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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% |