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 | $3,029,043 | -8.0% | 59,863 | -4.7% | 0.03% | -10.5% |
| Q2 2023 | $3,290,657 | +8.3% | 62,835 | -0.0% | 0.04% | +2.7% |
| Q1 2023 | $3,039,703 | +7.8% | 62,843 | +0.6% | 0.04% | -2.6% |
| Q4 2022 | $2,820,956 | +7.2% | 62,480 | +0.6% | 0.04% | -5.0% |
| Q3 2022 | $2,631,000 | -4.6% | 62,127 | +0.6% | 0.04% | -4.8% |
| Q2 2022 | $2,759,000 | -15.3% | 61,777 | +2.2% | 0.04% | -6.7% |
| Q1 2022 | $3,256,000 | -2.7% | 60,454 | +105.6% | 0.04% | -10.0% |
| Q4 2021 | $3,346,000 | +678.1% | 29,397 | +610.6% | 0.05% | +614.3% |
| Q3 2021 | $430,000 | +12.6% | 4,137 | +12.9% | 0.01% | 0.0% |
| Q2 2021 | $382,000 | -41.4% | 3,664 | -45.9% | 0.01% | -50.0% |
| Q1 2021 | $652,000 | -83.3% | 6,773 | -84.2% | 0.01% | -84.9% |
| Q4 2020 | $3,893,000 | +2.7% | 42,801 | -9.0% | 0.09% | +52.5% |
| Q3 2020 | $3,792,000 | +20.0% | 47,030 | +10.3% | 0.06% | -33.0% |
| Q2 2020 | $3,160,000 | +1074.7% | 42,647 | +862.9% | 0.09% | +1037.5% |
| Q1 2020 | $269,000 | -90.9% | 4,429 | -88.5% | 0.01% | -88.2% |
| Q4 2019 | $2,952,000 | – | 38,419 | – | 0.07% | – |
Download | ||||||
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% |