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 | $3,067,946 | -5.4% | 60,631 | -2.1% | 2.18% | +3.9% |
| Q2 2023 | $3,243,921 | +9.9% | 61,942 | +1.5% | 2.10% | +0.3% |
| Q1 2023 | $2,952,618 | +46.6% | 61,042 | +36.8% | 2.10% | +26.3% |
| Q4 2022 | $2,014,067 | +7.3% | 44,608 | +0.6% | 1.66% | -4.9% |
| Q3 2022 | $1,877,000 | -0.3% | 44,323 | +5.1% | 1.74% | +10.4% |
| Q2 2022 | $1,883,000 | -7.8% | 42,173 | +11.2% | 1.58% | +15.3% |
| Q1 2022 | $2,042,000 | -7.6% | 37,922 | +95.3% | 1.37% | -10.3% |
| Q4 2021 | $2,210,000 | -7.4% | 19,416 | -15.3% | 1.53% | -12.2% |
| Q3 2021 | $2,386,000 | -1.4% | 22,936 | -1.5% | 1.74% | -2.3% |
| Q2 2021 | $2,421,000 | +9.4% | 23,286 | +1.0% | 1.78% | -0.1% |
| Q1 2021 | $2,213,000 | +2.4% | 23,046 | -3.0% | 1.78% | -4.9% |
| Q4 2020 | $2,161,000 | +9.0% | 23,756 | -3.4% | 1.87% | -5.8% |
| Q3 2020 | $1,983,000 | +13.1% | 24,591 | +4.0% | 1.99% | -28.3% |
| Q2 2020 | $1,753,000 | +27.1% | 23,651 | +5.1% | 2.77% | -5.9% |
| Q1 2020 | $1,379,000 | -16.9% | 22,511 | +4.1% | 2.95% | +12.1% |
| Q4 2019 | $1,660,000 | – | 21,617 | – | 2.63% | – |
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% |