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 | $846,477 | -3.2% | 16,729 | +0.2% | 0.03% | +3.4% |
| Q2 2023 | $874,751 | -8.8% | 16,703 | -15.8% | 0.03% | -12.1% |
| Q1 2023 | $959,007 | +20.6% | 19,826 | +12.5% | 0.03% | +13.8% |
| Q4 2022 | $795,448 | +6.8% | 17,618 | +0.2% | 0.03% | +3.6% |
| Q3 2022 | $745,000 | -13.0% | 17,589 | +0.2% | 0.03% | -12.5% |
| Q2 2022 | $856,000 | -19.2% | 17,560 | -10.7% | 0.03% | -5.9% |
| Q1 2022 | $1,059,000 | 0.0% | 19,659 | +111.4% | 0.03% | +6.2% |
| Q4 2021 | $1,059,000 | +9.6% | 9,300 | +0.1% | 0.03% | +3.2% |
| Q3 2021 | $966,000 | +0.2% | 9,290 | +0.2% | 0.03% | 0.0% |
| Q2 2021 | $964,000 | +77.9% | 9,274 | +64.3% | 0.03% | +72.2% |
| Q1 2021 | $542,000 | +1.1% | 5,644 | -4.2% | 0.02% | -5.3% |
| Q4 2020 | $536,000 | +11.0% | 5,894 | -1.7% | 0.02% | -5.0% |
| Q3 2020 | $483,000 | +8.8% | 5,994 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $444,000 | – | 5,994 | – | 0.02% | – |
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% |