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 | $6,214,186 | -6.3% | 122,810 | -3.0% | 0.20% | -9.1% |
| Q2 2023 | $6,633,079 | +1.1% | 126,658 | -6.6% | 0.22% | -2.7% |
| Q1 2023 | $6,560,085 | +6.0% | 135,623 | -1.1% | 0.23% | +0.9% |
| Q4 2022 | $6,189,072 | -8.0% | 137,078 | -13.7% | 0.22% | -34.9% |
| Q3 2022 | $6,725,000 | -11.4% | 158,802 | -6.5% | 0.34% | -12.9% |
| Q2 2022 | $7,587,000 | +2037.2% | 169,875 | +5353.5% | 0.40% | +2223.5% |
| Q4 2021 | $355,000 | – | 3,115 | – | 0.02% | – |
Download | ||||||
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% |