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 | $375,857 | -14.5% | 7,428 | -11.6% | 0.07% | -17.0% |
Q2 2023 | $439,804 | +7.4% | 8,398 | -0.8% | 0.09% | -1.1% |
Q1 2023 | $409,404 | -10.3% | 8,464 | -16.3% | 0.09% | -23.3% |
Q4 2022 | $456,328 | +61.2% | 10,107 | +50.9% | 0.12% | -32.6% |
Q3 2022 | $283,000 | -5.4% | 6,700 | 0.0% | 0.17% | +3.0% |
Q2 2022 | $299,000 | -16.9% | 6,700 | 0.0% | 0.17% | -28.9% |
Q1 2022 | $360,000 | -5.5% | 6,700 | +100.0% | 0.24% | -21.1% |
Q4 2021 | $381,000 | – | 3,350 | – | 0.30% | – |
Download |
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% |