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 | $4,994,389 | -19.8% | 98,703 | -17.0% | 1.66% | -21.0% |
| Q2 2023 | $6,228,126 | -28.4% | 118,925 | -33.9% | 2.11% | -25.0% |
| Q1 2023 | $8,703,414 | +6.8% | 179,934 | -0.3% | 2.81% | +1.7% |
| Q4 2022 | $8,147,297 | +0.8% | 180,450 | -5.4% | 2.76% | -11.7% |
| Q3 2022 | $8,081,000 | -10.3% | 190,804 | -4.4% | 3.12% | -8.0% |
| Q2 2022 | $9,005,000 | -12.0% | 199,588 | +5.1% | 3.40% | -5.1% |
| Q1 2022 | $10,231,000 | +5.8% | 189,990 | +123.7% | 3.58% | +4.0% |
| Q4 2021 | $9,668,000 | +11.8% | 84,942 | +2.2% | 3.44% | +0.7% |
| Q3 2021 | $8,650,000 | +175.0% | 83,151 | +174.9% | 3.42% | +108.7% |
| Q2 2021 | $3,145,000 | +8.2% | 30,250 | -0.0% | 1.64% | -1.3% |
| Q1 2021 | $2,906,000 | +5.6% | 30,252 | +0.0% | 1.66% | -3.4% |
| Q4 2020 | $2,751,000 | +11.5% | 30,251 | -1.1% | 1.72% | -5.2% |
| Q3 2020 | $2,467,000 | +30.3% | 30,592 | +19.7% | 1.81% | +20.2% |
| Q2 2020 | $1,894,000 | +109.3% | 25,554 | +73.1% | 1.51% | +67.6% |
| Q1 2020 | $905,000 | – | 14,762 | – | 0.90% | – |
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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% |