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 | $478,777 | -3.4% | 9,462 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $495,525 | +8.3% | 9,462 | 0.0% | 0.14% | +2.2% |
| Q1 2023 | $457,677 | -11.4% | 9,462 | -17.3% | 0.14% | -17.0% |
| Q4 2022 | $516,787 | +27.9% | 11,446 | +19.9% | 0.16% | +19.6% |
| Q3 2022 | $404,000 | -5.2% | 9,548 | 0.0% | 0.14% | -2.1% |
| Q2 2022 | $426,000 | -17.1% | 9,548 | 0.0% | 0.14% | -4.7% |
| Q1 2022 | $514,000 | -5.3% | 9,548 | +100.0% | 0.15% | -3.3% |
| Q4 2021 | $543,000 | +9.3% | 4,774 | 0.0% | 0.15% | -0.6% |
| Q3 2021 | $497,000 | +12.4% | 4,774 | +3.8% | 0.15% | -1.9% |
| Q1 2021 | $442,000 | +5.7% | 4,600 | 0.0% | 0.16% | -4.8% |
| Q4 2020 | $418,000 | – | 4,600 | – | 0.16% | – |
Download | ||||||
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% |