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 | $6,562,388 | -3.9% | 129,691 | -0.5% | 1.84% | +6.3% |
| Q2 2023 | $6,825,979 | +2.8% | 130,341 | -5.1% | 1.73% | +1.3% |
| Q1 2023 | $6,641,212 | +5.6% | 137,300 | -1.4% | 1.71% | +5.1% |
| Q4 2022 | $6,288,541 | -18.9% | 139,281 | -24.0% | 1.63% | -23.0% |
| Q3 2022 | $7,756,000 | -18.5% | 183,152 | -14.1% | 2.11% | -19.9% |
| Q2 2022 | $9,519,000 | -17.3% | 213,143 | -0.3% | 2.64% | -19.9% |
| Q1 2022 | $11,509,000 | -5.6% | 213,720 | +99.6% | 3.29% | -6.3% |
| Q4 2021 | $12,187,000 | +9.0% | 107,071 | -0.4% | 3.51% | -1.2% |
| Q3 2021 | $11,183,000 | +13.9% | 107,498 | +13.8% | 3.55% | -28.1% |
| Q2 2021 | $9,822,000 | +6.8% | 94,467 | -1.4% | 4.94% | -3.4% |
| Q1 2021 | $9,199,000 | -20.1% | 95,797 | -24.4% | 5.12% | -21.8% |
| Q4 2020 | $11,518,000 | +13.8% | 126,638 | +0.9% | 6.54% | +8.8% |
| Q3 2020 | $10,124,000 | +11.2% | 125,556 | +2.2% | 6.02% | -2.6% |
| Q2 2020 | $9,105,000 | +20.9% | 122,878 | -0.1% | 6.18% | +8.5% |
| Q1 2020 | $7,530,000 | -18.2% | 122,942 | +2.6% | 5.69% | -7.3% |
| Q4 2019 | $9,203,000 | – | 119,810 | – | 6.14% | – |
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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% |