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 | $636,507 | +0.8% | 12,579 | +4.4% | 0.01% | 0.0% |
| Q2 2023 | $631,239 | +18.4% | 12,053 | +9.3% | 0.01% | 0.0% |
| Q1 2023 | $533,342 | +16.9% | 11,026 | +9.1% | 0.01% | +25.0% |
| Q4 2022 | $456,106 | -90.1% | 10,102 | -90.7% | 0.00% | -95.7% |
| Q3 2022 | $4,604,000 | -3.3% | 108,702 | +2.0% | 0.09% | +21.1% |
| Q2 2022 | $4,759,000 | +17.6% | 106,552 | +41.7% | 0.08% | +31.0% |
| Q1 2022 | $4,048,000 | +22.2% | 75,171 | +158.2% | 0.06% | +23.4% |
| Q4 2021 | $3,313,000 | +26.6% | 29,109 | +15.8% | 0.05% | +11.9% |
| Q3 2021 | $2,616,000 | -22.1% | 25,146 | -22.1% | 0.04% | -22.2% |
| Q2 2021 | $3,358,000 | +76.8% | 32,298 | +63.3% | 0.05% | +45.9% |
| Q1 2021 | $1,899,000 | -37.4% | 19,774 | -40.7% | 0.04% | -38.3% |
| Q4 2020 | $3,033,000 | – | 33,349 | – | 0.06% | – |
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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% |