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 | $3,047,419 | -2.3% | 60,226 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $3,118,545 | +6.0% | 59,548 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $2,940,696 | +3.9% | 60,796 | -3.0% | 0.01% | 0.0% |
| Q4 2022 | $2,830,910 | -13.9% | 62,700 | -19.3% | 0.01% | -27.3% |
| Q3 2022 | $3,289,000 | -17.9% | 77,672 | -13.4% | 0.01% | -8.3% |
| Q2 2022 | $4,006,000 | -24.5% | 89,720 | -8.9% | 0.01% | -14.3% |
| Q1 2022 | $5,305,000 | +124.3% | 98,520 | +374.1% | 0.01% | +133.3% |
| Q4 2021 | $2,365,000 | +12.4% | 20,780 | +2.7% | 0.01% | 0.0% |
| Q3 2021 | $2,104,000 | +8.0% | 20,227 | +7.9% | 0.01% | 0.0% |
| Q2 2021 | $1,948,000 | +20.2% | 18,738 | +11.1% | 0.01% | +20.0% |
| Q1 2021 | $1,620,000 | +0.2% | 16,868 | -5.1% | 0.01% | -16.7% |
| Q4 2020 | $1,616,000 | -23.8% | 17,771 | -32.4% | 0.01% | -25.0% |
| Q3 2020 | $2,121,000 | +33.1% | 26,303 | +22.3% | 0.01% | +14.3% |
| Q2 2020 | $1,593,000 | +227.8% | 21,502 | +170.9% | 0.01% | +133.3% |
| Q1 2020 | $486,000 | +2109.1% | 7,937 | +2435.8% | 0.00% | – |
| Q3 2018 | $22,000 | – | 313 | – | 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% |