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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $129,776 | 0.0% | 2,683 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $129,776 | +7.1% | 2,683 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $121,137 | -5.4% | 2,683 | -11.2% | 0.00% | 0.0% |
| Q3 2022 | $128,000 | +124.6% | 3,023 | +182.5% | 0.00% | – |
| Q1 2022 | $57,000 | -48.6% | 1,070 | +9.1% | 0.00% | -100.0% |
| Q4 2021 | $111,000 | +101.8% | 981 | +83.4% | 0.00% | – |
| Q3 2021 | $55,000 | 0.0% | 535 | 0.0% | 0.00% | – |
| Q2 2021 | $55,000 | -12.7% | 535 | -18.9% | 0.00% | – |
| Q1 2021 | $63,000 | -18.2% | 660 | -22.4% | 0.00% | – |
| Q4 2020 | $77,000 | -12.5% | 850 | -22.7% | 0.00% | -100.0% |
| Q3 2020 | $88,000 | +8.6% | 1,100 | 0.0% | 0.00% | – |
| Q2 2020 | $81,000 | -3.6% | 1,100 | 0.0% | 0.00% | – |
| Q1 2020 | $84,000 | 0.0% | 1,100 | 0.0% | 0.00% | – |
| Q4 2019 | $84,000 | -8.7% | 1,100 | -15.4% | 0.00% | – |
| Q3 2019 | $92,000 | +19.5% | 1,300 | +18.2% | 0.00% | – |
| Q2 2019 | $77,000 | -56.5% | 1,100 | -58.2% | 0.00% | -100.0% |
| Q1 2019 | $177,000 | – | 2,629 | – | 0.00% | – |
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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% |