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 | $5,880,186 | -2.5% | 116,209 | +0.9% | 3.94% | +4.0% |
| Q2 2023 | $6,032,169 | +34.3% | 115,184 | +24.0% | 3.79% | +25.4% |
| Q1 2023 | $4,491,796 | +13.2% | 92,863 | +5.7% | 3.02% | +9.8% |
| Q4 2022 | $3,967,999 | +24.1% | 87,885 | +22.8% | 2.75% | +4.1% |
| Q2 2022 | $3,197,000 | -35.8% | 71,580 | -22.6% | 2.64% | -29.8% |
| Q1 2022 | $4,978,000 | -6.9% | 92,447 | +96.8% | 3.76% | +1.8% |
| Q4 2021 | $5,348,000 | +63.5% | 46,985 | -39.2% | 3.70% | +44.8% |
| Q3 2021 | $3,271,000 | – | 77,238 | – | 2.55% | – |
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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% |