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 | $4,190 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,190 | +16.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,612 | +20.4% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -99.4% | 80 | -98.7% | 0.00% | -99.4% |
| Q3 2020 | $507,000 | +7.4% | 6,289 | -1.2% | 0.17% | +9.7% |
| Q2 2020 | $472,000 | +19.8% | 6,366 | -1.1% | 0.16% | -8.3% |
| Q1 2020 | $394,000 | -13.2% | 6,439 | +7.4% | 0.17% | +36.3% |
| Q4 2019 | $454,000 | +6.8% | 5,993 | +0.3% | 0.12% | +7.8% |
| Q3 2019 | $425,000 | -6.6% | 5,977 | -7.5% | 0.12% | -8.7% |
| Q2 2019 | $455,000 | – | 6,460 | – | 0.13% | – |
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% |