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 | $2,383,482 | -4.2% | 47,104 | -0.8% | 0.24% | -7.0% |
| Q2 2023 | $2,487,125 | +21.6% | 47,491 | +5.7% | 0.26% | +16.4% |
| Q1 2023 | $2,045,955 | +0.8% | 44,939 | 0.0% | 0.22% | 0.0% |
| Q4 2022 | $2,029,014 | +17.8% | 44,939 | +10.5% | 0.22% | +9.5% |
| Q3 2022 | $1,722,000 | -12.8% | 40,658 | -8.0% | 0.20% | -6.5% |
| Q2 2022 | $1,974,000 | +10.2% | 44,198 | +32.8% | 0.22% | +26.5% |
| Q1 2022 | $1,792,000 | -8.8% | 33,272 | +92.8% | 0.17% | -4.5% |
| Q4 2021 | $1,964,000 | +96.6% | 17,257 | +79.7% | 0.18% | +83.5% |
| Q3 2021 | $999,000 | -0.1% | 9,601 | -0.2% | 0.10% | +1.0% |
| Q2 2021 | $1,000,000 | +38.9% | 9,621 | +28.3% | 0.10% | +77.8% |
| Q1 2021 | $720,000 | – | 7,497 | – | 0.05% | – |
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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% |