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 | $1,141,679 | -2.4% | 22,563 | +1.1% | 1.30% | +1.1% |
| Q2 2023 | $1,169,310 | +9.2% | 22,328 | +0.8% | 1.29% | +4.3% |
| Q1 2023 | $1,070,993 | +4.5% | 22,142 | -2.5% | 1.24% | -1.6% |
| Q4 2022 | $1,024,883 | +4.0% | 22,700 | -2.4% | 1.26% | -5.4% |
| Q3 2022 | $985,000 | +2.0% | 23,263 | +7.6% | 1.33% | +6.5% |
| Q2 2022 | $966,000 | -19.9% | 21,622 | -3.5% | 1.25% | -7.4% |
| Q1 2022 | $1,206,000 | -5.2% | 22,404 | +100.4% | 1.35% | -3.4% |
| Q4 2021 | $1,272,000 | – | 11,177 | – | 1.40% | – |
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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% |