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 | $20,557,325 | -0.6% | 406,271 | +2.9% | 9.37% | -7.9% |
| Q2 2023 | $20,677,584 | +8.4% | 394,836 | +0.1% | 10.17% | +3.0% |
| Q1 2023 | $19,074,069 | +7.9% | 394,337 | +0.7% | 9.88% | +6.0% |
| Q4 2022 | $17,672,425 | +18.5% | 391,416 | +11.1% | 9.32% | +13.7% |
| Q3 2022 | $14,919,000 | -6.6% | 352,270 | -1.5% | 8.20% | +2.9% |
| Q2 2022 | $15,974,000 | -16.1% | 357,680 | +1.2% | 7.96% | +1.5% |
| Q1 2022 | $19,041,000 | +10.3% | 353,588 | +133.1% | 7.85% | +2.8% |
| Q4 2021 | $17,263,000 | +10.7% | 151,669 | +1.2% | 7.64% | -8.8% |
| Q3 2021 | $15,597,000 | +10.2% | 149,926 | +10.2% | 8.37% | +9.5% |
| Q2 2021 | $14,147,000 | +23.9% | 136,067 | +14.4% | 7.65% | -2.2% |
| Q1 2021 | $11,418,000 | +19.2% | 118,902 | +12.9% | 7.82% | -6.2% |
| Q4 2020 | $9,578,000 | – | 105,309 | – | 8.33% | – |
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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% |