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 | $275,307 | -8.6% | 5,440,855 | -5.4% | 1.04% | -12.6% |
| Q2 2023 | $301,274 | -59.7% | 5,752,799 | -62.8% | 1.20% | -64.8% |
| Q1 2023 | $747,016 | +4.7% | 15,443,783 | -2.3% | 3.39% | -5.1% |
| Q4 2022 | $713,656 | -99.9% | 15,806,328 | -2.4% | 3.57% | -12.2% |
| Q3 2022 | $686,057,000 | +19.5% | 16,199,682 | +26.1% | 4.07% | +15.9% |
| Q2 2022 | $573,949,000 | -1.0% | 12,851,532 | +19.3% | 3.51% | +2.9% |
| Q1 2022 | $579,957,000 | +13.0% | 10,769,861 | +138.8% | 3.42% | +7.7% |
| Q4 2021 | $513,364,000 | +55.0% | 4,510,317 | +41.7% | 3.17% | +37.1% |
| Q3 2021 | $331,108,000 | +22.9% | 3,182,810 | +22.8% | 2.31% | +11.6% |
| Q2 2021 | $269,488,000 | +43.6% | 2,591,981 | +32.7% | 2.07% | +21.4% |
| Q1 2021 | $187,640,000 | +55.6% | 1,953,970 | +47.4% | 1.71% | +13.3% |
| Q4 2020 | $120,579,000 | +96.2% | 1,325,774 | +73.9% | 1.51% | +62.8% |
| Q3 2020 | $61,458,000 | +312.2% | 762,218 | +278.8% | 0.92% | +241.3% |
| Q2 2020 | $14,910,000 | -5.9% | 201,209 | -22.2% | 0.27% | -22.3% |
| Q1 2020 | $15,838,000 | -26.0% | 258,586 | -7.2% | 0.35% | -18.5% |
| Q4 2019 | $21,410,000 | -5.4% | 278,737 | -12.6% | 0.43% | -19.5% |
| Q3 2019 | $22,627,000 | -3.6% | 319,010 | -4.6% | 0.53% | -14.5% |
| Q2 2019 | $23,478,000 | +759.7% | 334,498 | +720.5% | 0.62% | +954.2% |
| Q1 2019 | $2,731,000 | – | 40,770 | – | 0.06% | – |
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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% |