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 | $67,083 | +9.0% | 1,326 | +12.9% | 0.02% | +11.8% |
| Q2 2023 | $61,535 | +8.3% | 1,175 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $56,835 | -42.6% | 1,175 | -49.8% | 0.02% | -46.9% |
| Q3 2022 | $99,000 | -5.7% | 2,340 | 0.0% | 0.03% | -13.5% |
| Q2 2022 | $105,000 | -16.7% | 2,340 | 0.0% | 0.04% | +2.8% |
| Q1 2022 | $126,000 | -5.3% | 2,340 | +100.0% | 0.04% | -5.3% |
| Q4 2021 | $133,000 | +9.0% | 1,170 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $122,000 | +221.1% | 1,170 | +216.2% | 0.04% | +225.0% |
| Q2 2021 | $38,000 | – | 370 | – | 0.01% | – |
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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% |