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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,683,917 | +5.9% | 103,741 | -0.6% | 2.12% | -3.1% |
| Q3 2022 | $4,421,000 | +21.3% | 104,399 | +27.9% | 2.18% | +24.5% |
| Q2 2022 | $3,646,000 | -11.1% | 81,629 | +7.2% | 1.75% | -34.3% |
| Q1 2022 | $4,100,000 | +47.6% | 76,132 | +212.0% | 2.67% | +69.4% |
| Q4 2021 | $2,778,000 | +44.5% | 24,405 | +32.1% | 1.58% | +31.2% |
| Q3 2021 | $1,922,000 | +12.3% | 18,471 | +12.1% | 1.20% | +11.6% |
| Q2 2021 | $1,712,000 | +25.1% | 16,470 | +15.5% | 1.08% | +17.5% |
| Q1 2021 | $1,369,000 | +154.5% | 14,256 | +141.1% | 0.92% | +104.9% |
| Q4 2020 | $538,000 | – | 5,913 | – | 0.45% | – |
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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% |