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 | $575,581 | -23.0% | 11,423 | -18.7% | 0.23% | -20.4% |
| Q2 2023 | $747,765 | -60.8% | 14,043 | -64.4% | 0.29% | -64.0% |
| Q1 2023 | $1,906,781 | -18.4% | 39,462 | -17.4% | 0.82% | -18.1% |
| Q4 2022 | $2,336,539 | -21.6% | 47,802 | -32.2% | 1.00% | -33.7% |
| Q3 2022 | $2,982,000 | -34.5% | 70,518 | -29.5% | 1.50% | -33.9% |
| Q2 2022 | $4,554,000 | -40.3% | 100,081 | -29.3% | 2.28% | -35.7% |
| Q1 2022 | $7,623,000 | – | 141,562 | – | 3.54% | – |
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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% |