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 | $5,227,744 | -18.6% | 103,315 | -15.7% | 0.54% | -33.7% |
| Q2 2023 | $6,422,063 | +7.8% | 122,629 | -0.5% | 0.81% | -18.4% |
| Q1 2023 | $5,958,649 | +9.5% | 123,189 | +2.2% | 0.99% | -0.6% |
| Q4 2022 | $5,441,195 | +11.6% | 120,514 | +4.7% | 1.00% | -16.3% |
| Q3 2022 | $4,874,000 | -3.3% | 115,080 | +2.0% | 1.19% | +7.3% |
| Q2 2022 | $5,040,000 | +14723.5% | 112,848 | +24756.4% | 1.11% | +6061.1% |
| Q2 2020 | $34,000 | +6.2% | 454 | -11.8% | 0.02% | -14.3% |
| Q1 2020 | $32,000 | -20.0% | 515 | 0.0% | 0.02% | -12.5% |
| Q4 2019 | $40,000 | – | 515 | – | 0.02% | – |
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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% |