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 | $5,499,115 | -8.9% | 108,678 | -5.7% | 2.17% | -7.9% |
| Q2 2023 | $6,036,788 | +48.3% | 115,272 | +37.0% | 2.35% | +39.9% |
| Q1 2023 | $4,069,648 | -5.6% | 84,136 | -11.9% | 1.68% | -12.2% |
| Q4 2022 | $4,313,156 | -54.2% | 95,529 | -45.4% | 1.92% | -47.7% |
| Q1 2022 | $9,416,000 | +46.7% | 174,858 | +210.2% | 3.67% | +54.4% |
| Q4 2021 | $6,418,000 | -22.1% | 56,375 | -28.8% | 2.38% | -29.3% |
| Q3 2021 | $8,237,000 | +20.0% | 79,178 | +20.0% | 3.36% | +15.3% |
| Q2 2021 | $6,863,000 | +43.8% | 66,005 | +32.8% | 2.92% | +38.6% |
| Q1 2021 | $4,773,000 | +141.4% | 49,700 | +128.7% | 2.10% | +127.3% |
| Q4 2020 | $1,977,000 | – | 21,734 | – | 0.93% | – |
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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% |