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 | $245,815 | -4.4% | 4,858 | -1.0% | 0.01% | -8.3% |
| Q2 2023 | $257,032 | +8.3% | 4,908 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $237,400 | +120407.6% | 4,908 | +12.5% | 0.01% | +22.2% |
| Q4 2022 | $197 | -99.9% | 4,362 | -18.1% | 0.01% | -18.2% |
| Q3 2022 | $226,000 | -5.0% | 5,326 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $238,000 | -17.1% | 5,326 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $287,000 | -5.3% | 5,326 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $303,000 | -33.3% | 2,663 | -39.0% | 0.01% | +11.1% |
| Q3 2021 | $454,000 | +100.0% | 4,362 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $227,000 | +8.6% | 2,181 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $209,000 | +3.0% | 2,181 | -2.5% | 0.01% | -10.0% |
| Q4 2020 | $203,000 | – | 2,236 | – | 0.01% | – |
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% |