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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $694,866 | +73.2% | 12,320 | +55.4% | 0.02% | +54.5% |
| Q3 2023 | $401,264 | -17.2% | 7,930 | -14.3% | 0.01% | -26.7% |
| Q2 2023 | $484,467 | +21.2% | 9,251 | +12.0% | 0.02% | +25.0% |
| Q1 2023 | $399,651 | +133562.5% | 8,262 | +25.0% | 0.01% | +33.3% |
| Q4 2022 | $299 | -99.9% | 6,612 | +21.8% | 0.01% | +12.5% |
| Q3 2022 | $230,000 | -0.4% | 5,430 | +4.8% | 0.01% | 0.0% |
| Q2 2022 | $231,000 | -16.9% | 5,181 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $278,000 | -26.5% | 5,171 | +55.6% | 0.01% | -33.3% |
| Q4 2021 | $378,000 | +51.8% | 3,323 | +39.0% | 0.01% | +50.0% |
| Q3 2021 | $249,000 | +12.2% | 2,390 | -13.3% | 0.01% | -27.3% |
| Q3 2020 | $222,000 | +9.9% | 2,758 | +1.3% | 0.01% | +10.0% |
| Q2 2020 | $202,000 | -15.5% | 2,722 | -30.3% | 0.01% | -33.3% |
| Q1 2020 | $239,000 | -9.8% | 3,907 | -12.1% | 0.02% | -16.7% |
| Q4 2018 | $265,000 | -10.2% | 4,447 | +4.9% | 0.02% | +5.9% |
| Q3 2018 | $295,000 | +6.1% | 4,238 | -0.8% | 0.02% | 0.0% |
| Q2 2018 | $278,000 | – | 4,273 | – | 0.02% | – |
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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% |