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 | $101,252 | +8.8% | 2,001 | +12.5% | 0.04% | +14.7% |
| Q2 2023 | $93,089 | +9.3% | 1,778 | +1.0% | 0.03% | +3.0% |
| Q1 2023 | $85,130 | +33.6% | 1,760 | +24.7% | 0.03% | +26.9% |
| Q4 2022 | $63,715 | +390.1% | 1,411 | +376.7% | 0.03% | +333.3% |
| Q3 2022 | $13,000 | 0.0% | 296 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $13,000 | +1200.0% | 296 | +1380.0% | 0.01% | – |
| Q1 2022 | $1,000 | 0.0% | 20 | +100.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -50.0% | 10 | -52.4% | 0.00% | -100.0% |
| Q2 2021 | $2,000 | 0.0% | 21 | +31.2% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | -90.9% | 16 | -93.5% | 0.00% | -90.9% |
| Q4 2020 | $22,000 | +22.2% | 246 | +12.8% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | +20.0% | 218 | +4.8% | 0.01% | +10.0% |
| Q2 2020 | $15,000 | -85.3% | 208 | -87.5% | 0.01% | -87.8% |
| Q1 2020 | $102,000 | -43.3% | 1,664 | -29.0% | 0.08% | -28.7% |
| Q4 2019 | $180,000 | – | 2,343 | – | 0.12% | – |
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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% |