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 | $34,490,719 | -3.8% | 681,635 | -0.4% | 10.17% | +3.5% |
| Q2 2023 | $35,852,825 | -0.9% | 684,606 | -8.5% | 9.83% | -6.7% |
| Q1 2023 | $36,175,822 | +7.9% | 747,898 | +0.7% | 10.53% | -3.0% |
| Q4 2022 | $33,516,559 | +5.8% | 742,338 | -0.7% | 10.85% | -5.2% |
| Q3 2022 | $31,675,000 | -9.3% | 747,935 | -4.4% | 11.45% | -11.7% |
| Q2 2022 | $34,925,000 | -19.3% | 782,029 | -2.7% | 12.97% | -7.8% |
| Q1 2022 | $43,262,000 | -4.4% | 803,383 | +102.0% | 14.07% | -2.0% |
| Q4 2021 | $45,262,000 | +13.4% | 397,661 | +3.7% | 14.36% | +4.9% |
| Q3 2021 | $39,896,000 | +0.2% | 383,500 | +0.1% | 13.68% | -6.0% |
| Q2 2021 | $39,827,000 | +6.8% | 383,066 | -1.3% | 14.56% | -8.7% |
| Q1 2021 | $37,279,000 | -0.8% | 388,198 | -6.0% | 15.94% | -8.5% |
| Q4 2020 | $37,569,000 | +16.2% | 413,071 | +3.0% | 17.41% | +1.8% |
| Q3 2020 | $32,327,000 | +14.8% | 400,929 | +5.5% | 17.11% | +4.1% |
| Q2 2020 | $28,164,000 | +93.7% | 380,082 | +60.1% | 16.44% | +27.6% |
| Q1 2020 | $14,542,000 | +4.9% | 237,427 | +31.5% | 12.89% | -21.5% |
| Q4 2019 | $13,868,000 | +24.3% | 180,555 | +11.0% | 16.42% | +4.8% |
| Q3 2019 | $11,155,000 | 0.0% | 162,604 | 0.0% | 15.67% | 0.0% |
| Q2 2019 | $11,155,000 | – | 162,604 | – | 15.67% | – |
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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% |