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 | $26,503,781 | -1.5% | 523,790 | +2.0% | 12.90% | +1.6% |
| Q2 2023 | $26,905,308 | +15.8% | 513,754 | +7.0% | 12.69% | +2.4% |
| Q1 2023 | $23,235,403 | +19.6% | 480,368 | +11.7% | 12.40% | +8.0% |
| Q4 2022 | $19,424,070 | +5.5% | 430,212 | -1.0% | 11.48% | -2.6% |
| Q3 2022 | $18,413,000 | -1.9% | 434,774 | +3.5% | 11.78% | +2.1% |
| Q2 2022 | $18,767,000 | -16.2% | 420,220 | +1.1% | 11.54% | -6.8% |
| Q1 2022 | $22,382,000 | -4.4% | 415,631 | +102.0% | 12.38% | +0.7% |
| Q4 2021 | $23,421,000 | +12.1% | 205,776 | +2.4% | 12.30% | +3.8% |
| Q3 2021 | $20,895,000 | +2.2% | 200,858 | +2.1% | 11.85% | -0.4% |
| Q2 2021 | $20,444,000 | +12.5% | 196,632 | +3.9% | 11.90% | +3.5% |
| Q1 2021 | $18,176,000 | -1.3% | 189,275 | -6.5% | 11.50% | -7.5% |
| Q4 2020 | $18,419,000 | – | 202,512 | – | 12.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |