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 | $1,345,996 | +31.6% | 26,601 | +36.2% | 0.14% | +27.4% |
Q2 2023 | $1,022,492 | +55.1% | 19,524 | +43.2% | 0.11% | +48.7% |
Q1 2023 | $659,448 | +12.9% | 13,633 | +5.4% | 0.08% | +5.6% |
Q4 2022 | $583,984 | -22.3% | 12,934 | -27.2% | 0.07% | -41.0% |
Q3 2022 | $752,000 | -10.3% | 17,768 | -5.3% | 0.12% | -5.4% |
Q2 2022 | $838,000 | -21.3% | 18,765 | -5.2% | 0.13% | -11.6% |
Q1 2022 | $1,065,000 | +83.3% | 19,785 | +287.4% | 0.15% | +73.8% |
Q4 2021 | $581,000 | – | 5,107 | – | 0.08% | – |
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% |