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 | $4,167,669 | -14.0% | 82,365 | -11.0% | 2.35% | -19.3% |
| Q2 2023 | $4,845,325 | +9.3% | 92,521 | +0.9% | 2.92% | +12.3% |
| Q1 2023 | $4,434,562 | +99935.2% | 91,680 | -6.6% | 2.60% | -7.0% |
| Q4 2022 | $4,433 | -99.9% | 98,182 | -2.0% | 2.79% | -16.2% |
| Q3 2022 | $4,241,000 | -4.2% | 100,147 | +1.0% | 3.33% | +13.9% |
| Q2 2022 | $4,426,000 | -21.6% | 99,111 | -5.5% | 2.92% | -18.0% |
| Q1 2022 | $5,646,000 | -4.6% | 104,842 | +101.6% | 3.57% | +6.6% |
| Q4 2021 | $5,918,000 | +10.3% | 51,994 | +0.8% | 3.34% | -5.9% |
| Q3 2021 | $5,367,000 | +0.9% | 51,592 | +0.9% | 3.55% | -0.8% |
| Q2 2021 | $5,318,000 | +11.5% | 51,152 | +3.0% | 3.58% | +3.0% |
| Q1 2021 | $4,768,000 | +2.2% | 49,655 | -3.2% | 3.48% | -7.2% |
| Q4 2020 | $4,667,000 | +25.6% | 51,314 | +11.4% | 3.75% | +14.9% |
| Q3 2020 | $3,715,000 | +13.9% | 46,070 | +4.6% | 3.26% | +3.4% |
| Q2 2020 | $3,263,000 | +22.9% | 44,033 | +1.6% | 3.16% | +2.8% |
| Q1 2020 | $2,655,000 | -19.2% | 43,355 | +1.3% | 3.07% | -1.4% |
| Q4 2019 | $3,286,000 | – | 42,781 | – | 3.11% | – |
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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% |