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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,059,116 | -23.8% | 39,319 | -29.6% | 0.40% | -27.0% |
Q1 2023 | $2,702,560 | +6.8% | 55,873 | -0.3% | 0.55% | +1.7% |
Q4 2022 | $2,530,874 | +3.9% | 56,055 | -2.6% | 0.54% | -4.6% |
Q3 2022 | $2,437,000 | -8.9% | 57,556 | -3.9% | 0.57% | +4.4% |
Q2 2022 | $2,674,000 | -19.2% | 59,871 | -2.6% | 0.54% | -1.4% |
Q1 2022 | $3,310,000 | -15.9% | 61,459 | +77.7% | 0.55% | -12.1% |
Q4 2021 | $3,937,000 | +1.4% | 34,586 | -19.0% | 0.63% | -23.1% |
Q4 2020 | $3,884,000 | +171.4% | 42,706 | +140.5% | 0.82% | +28.6% |
Q3 2020 | $1,431,000 | +4.6% | 17,754 | -3.8% | 0.64% | -10.9% |
Q2 2020 | $1,368,000 | +33.2% | 18,462 | +10.1% | 0.71% | +6.1% |
Q1 2020 | $1,027,000 | -16.0% | 16,761 | +5.4% | 0.67% | -12.8% |
Q4 2019 | $1,222,000 | – | 15,908 | – | 0.77% | – |
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% |