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 | $23,310 | -1.0% | 459,616 | +1.1% | 0.06% | +1.9% |
| Q2 2023 | $23,544 | +264.2% | 454,456 | +235.5% | 0.05% | +237.5% |
| Q1 2023 | $6,465 | +34.6% | 135,473 | +27.6% | 0.02% | +33.3% |
| Q4 2022 | $4,804 | -99.9% | 106,202 | +13.0% | 0.01% | +9.1% |
| Q3 2022 | $4,028,000 | -15.5% | 94,007 | -11.9% | 0.01% | -15.4% |
| Q2 2022 | $4,766,000 | -72.3% | 106,722 | -66.1% | 0.01% | -61.8% |
| Q1 2022 | $17,189,000 | +128.0% | 314,379 | +333.7% | 0.03% | +126.7% |
| Q4 2021 | $7,538,000 | -2.9% | 72,492 | -2.9% | 0.02% | -6.2% |
| Q3 2021 | $7,766,000 | +3.0% | 74,647 | +3.0% | 0.02% | 0.0% |
| Q2 2021 | $7,538,000 | -52.0% | 72,492 | -55.6% | 0.02% | -54.3% |
| Q1 2021 | $15,694,000 | +7.3% | 163,426 | +1.6% | 0.04% | +2.9% |
| Q4 2020 | $14,628,000 | +34.3% | 160,836 | +19.0% | 0.03% | +17.2% |
| Q3 2020 | $10,893,000 | +5266.0% | 135,101 | +3965.6% | 0.03% | +2800.0% |
| Q2 2020 | $203,000 | 0.0% | 3,323 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $203,000 | -20.4% | 3,323 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $255,000 | -42.8% | 3,323 | -47.2% | 0.00% | -50.0% |
| Q3 2019 | $446,000 | +5.7% | 6,291 | +4.7% | 0.00% | 0.0% |
| Q2 2019 | $422,000 | +107.9% | 6,007 | +100.2% | 0.00% | +100.0% |
| Q1 2019 | $203,000 | -4.2% | 3,000 | -1.5% | 0.00% | 0.0% |
| Q4 2018 | $212,000 | 0.0% | 3,045 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $212,000 | +863.6% | 3,045 | +741.2% | 0.00% | – |
| Q3 2017 | $22,000 | – | 362 | – | 0.00% | – |
Download | ||||||
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% |