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 | $2,961 | -2.8% | 58,509 | +0.6% | 0.11% | -0.9% |
| Q2 2023 | $3,047 | +9.2% | 58,180 | +0.9% | 0.11% | +3.7% |
| Q1 2023 | $2,790 | +6.9% | 57,673 | -0.2% | 0.11% | 0.0% |
| Q4 2022 | $2,609 | -99.9% | 57,786 | +0.0% | 0.11% | -10.8% |
| Q3 2022 | $2,447,000 | +982.7% | 57,781 | +1044.4% | 0.12% | +1100.0% |
| Q2 2022 | $226,000 | -17.5% | 5,049 | -0.9% | 0.01% | -16.7% |
| Q1 2022 | $274,000 | -5.5% | 5,095 | +100.1% | 0.01% | -7.7% |
| Q4 2021 | $290,000 | +29.5% | 2,546 | +18.3% | 0.01% | +18.2% |
| Q3 2021 | $224,000 | -4.3% | 2,152 | -4.4% | 0.01% | 0.0% |
| Q2 2021 | $234,000 | -27.8% | 2,250 | -33.3% | 0.01% | -35.3% |
| Q1 2021 | $324,000 | – | 3,375 | – | 0.02% | – |
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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% |