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 | $78,198,791 | -7.5% | 1,545,431 | -4.3% | 26.53% | +0.5% |
| Q2 2023 | $84,543,757 | +10.2% | 1,614,355 | +1.8% | 26.39% | +6.6% |
| Q1 2023 | $76,691,099 | -9.2% | 1,585,510 | -15.2% | 24.76% | -17.0% |
| Q4 2022 | $84,422,319 | -27.4% | 1,869,819 | -31.9% | 29.82% | -31.5% |
| Q3 2022 | $116,343,000 | -13.1% | 2,747,171 | -8.3% | 43.55% | -14.1% |
| Q2 2022 | $133,858,000 | -0.9% | 2,997,266 | +19.5% | 50.73% | +14.7% |
| Q1 2022 | $135,074,000 | -1.1% | 2,508,333 | +109.1% | 44.22% | +10.3% |
| Q4 2021 | $136,508,000 | +12.1% | 1,199,336 | +2.5% | 40.09% | -12.8% |
| Q3 2021 | $121,734,000 | +15.3% | 1,170,184 | +15.2% | 45.99% | +2.1% |
| Q2 2021 | $105,610,000 | +9.5% | 1,015,770 | +1.1% | 45.04% | +1.4% |
| Q1 2021 | $96,452,000 | +41.5% | 1,004,397 | +34.0% | 44.40% | +3.6% |
| Q4 2020 | $68,150,000 | +41.9% | 749,312 | +25.8% | 42.83% | +14.6% |
| Q3 2020 | $48,010,000 | +26.2% | 595,440 | +15.9% | 37.38% | -4.0% |
| Q2 2020 | $38,055,000 | +40.0% | 513,566 | +15.7% | 38.92% | +14.0% |
| Q1 2020 | $27,176,000 | – | 443,687 | – | 34.15% | – |
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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% |