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 | $414,114 | -1.8% | 8,052 | 0.0% | 0.00% | – |
| Q2 2023 | $421,683 | +8.3% | 8,052 | 0.0% | 0.00% | – |
| Q1 2023 | $389,475 | +7.1% | 8,052 | 0.0% | 0.00% | – |
| Q4 2022 | $363,548 | +6.6% | 8,052 | 0.0% | 0.00% | – |
| Q3 2022 | $341,000 | -5.3% | 8,052 | 0.0% | 0.00% | – |
| Q2 2022 | $360,000 | -17.1% | 8,052 | 0.0% | 0.00% | – |
| Q1 2022 | $434,000 | +25.8% | 8,052 | +79.3% | 0.00% | – |
| Q4 2019 | $345,000 | +9.2% | 4,490 | +0.9% | 0.00% | – |
| Q3 2019 | $316,000 | -11.5% | 4,449 | -12.6% | 0.00% | – |
| Q2 2019 | $357,000 | +3.8% | 5,089 | -0.1% | 0.00% | – |
| Q1 2019 | $344,000 | +13.5% | 5,095 | +0.5% | 0.00% | – |
| Q4 2018 | $303,000 | – | 5,072 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |