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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,652 | -99.9% | 169,481 | +1.9% | 5.32% | +3.5% |
| Q3 2022 | $7,042,000 | +44.2% | 166,287 | +52.0% | 5.14% | +35.2% |
| Q2 2022 | $4,885,000 | +272.9% | 109,389 | +349.5% | 3.80% | +523.6% |
| Q1 2022 | $1,310,000 | +71.2% | 24,337 | +262.2% | 0.61% | +72.8% |
| Q4 2021 | $765,000 | +10.2% | 6,719 | +0.7% | 0.35% | -1.1% |
| Q3 2021 | $694,000 | -74.7% | 6,672 | -74.7% | 0.36% | -74.3% |
| Q2 2021 | $2,745,000 | +7.6% | 26,398 | -0.6% | 1.39% | 0.0% |
| Q1 2021 | $2,551,000 | – | 26,566 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |