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 | $18,688,229 | -5.1% | 369,333 | -1.7% | 4.06% | -3.3% |
| Q2 2023 | $19,683,985 | -5.1% | 375,864 | -12.4% | 4.20% | -6.3% |
| Q1 2023 | $20,749,531 | -0.9% | 428,975 | -7.5% | 4.48% | -7.2% |
| Q4 2022 | $20,946,552 | +7.1% | 463,933 | +0.5% | 4.83% | -3.2% |
| Q3 2022 | $19,553,000 | -2.9% | 461,696 | +2.4% | 4.98% | +6.7% |
| Q2 2022 | $20,139,000 | -14.5% | 450,947 | +3.1% | 4.67% | -8.3% |
| Q1 2022 | $23,552,000 | -5.8% | 437,356 | +99.1% | 5.09% | -2.0% |
| Q4 2021 | $25,001,000 | +14.4% | 219,652 | +4.5% | 5.20% | +4.3% |
| Q3 2021 | $21,858,000 | +4.1% | 210,117 | +4.1% | 4.98% | -1.7% |
| Q2 2021 | $20,994,000 | +13.5% | 201,921 | +4.8% | 5.07% | +1.6% |
| Q1 2021 | $18,501,000 | +13.1% | 192,655 | +7.1% | 4.98% | +5.9% |
| Q4 2020 | $16,363,000 | – | 179,917 | – | 4.71% | – |
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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% |