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 | $6,479,471 | -0.1% | 128,053 | +3.4% | 1.48% | +8.7% |
| Q2 2023 | $6,485,706 | +4.5% | 123,844 | -3.5% | 1.36% | -1.9% |
| Q1 2023 | $6,205,780 | -2.0% | 128,298 | -8.5% | 1.39% | -9.8% |
| Q4 2022 | $6,331,964 | +15.3% | 140,243 | +8.2% | 1.54% | +3.0% |
| Q3 2022 | $5,492,000 | -16.1% | 129,670 | -11.5% | 1.49% | -16.2% |
| Q2 2022 | $6,547,000 | -21.0% | 146,588 | -4.7% | 1.78% | -10.2% |
| Q1 2022 | $8,286,000 | -1.4% | 153,867 | +108.4% | 1.98% | -5.2% |
| Q4 2021 | $8,403,000 | +35.6% | 73,830 | -3.9% | 2.09% | -53.3% |
| Q3 2021 | $6,197,000 | -20.8% | 76,854 | +2.1% | 4.48% | +101.1% |
| Q2 2021 | $7,823,000 | +8.3% | 75,245 | +0.0% | 2.23% | -18.8% |
| Q1 2021 | $7,225,000 | +5.2% | 75,241 | -0.4% | 2.74% | -35.0% |
| Q4 2020 | $6,869,000 | +10.8% | 75,529 | -1.7% | 4.22% | -5.8% |
| Q3 2020 | $6,197,000 | +9.1% | 76,854 | +0.3% | 4.48% | -4.1% |
| Q2 2020 | $5,679,000 | +64.5% | 76,638 | +35.9% | 4.67% | +33.2% |
| Q1 2020 | $3,453,000 | +0.7% | 56,374 | +26.3% | 3.51% | +11.0% |
| Q4 2019 | $3,428,000 | – | 44,628 | – | 3.16% | – |
Download | ||||||
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% |