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 | $1,097,021 | +3.8% | 20,948 | -4.1% | 0.56% | +0.4% |
| Q1 2023 | $1,056,443 | -9.0% | 21,841 | -15.1% | 0.56% | -8.7% |
| Q4 2022 | $1,161,309 | -75.7% | 25,721 | -77.2% | 0.61% | -78.8% |
| Q3 2022 | $4,770,000 | -5.2% | 112,625 | -0.1% | 2.88% | +4.3% |
| Q2 2022 | $5,033,000 | -13.4% | 112,691 | +4.4% | 2.76% | +5.4% |
| Q1 2022 | $5,811,000 | +5.3% | 107,919 | +122.6% | 2.62% | +1.4% |
| Q4 2021 | $5,518,000 | +23.3% | 48,481 | +12.7% | 2.58% | +6.7% |
| Q3 2021 | $4,476,000 | -0.2% | 43,030 | -0.3% | 2.42% | +3.3% |
| Q2 2021 | $4,487,000 | +5.7% | 43,153 | -2.4% | 2.34% | -5.5% |
| Q1 2021 | $4,245,000 | +10.3% | 44,205 | +4.4% | 2.48% | +0.2% |
| Q4 2020 | $3,850,000 | +11.9% | 42,336 | -0.8% | 2.48% | -3.1% |
| Q3 2020 | $3,442,000 | +5.6% | 42,686 | -3.0% | 2.56% | -11.9% |
| Q2 2020 | $3,261,000 | -2.1% | 44,005 | +1.5% | 2.90% | -13.1% |
| Q4 2019 | $3,331,000 | – | 43,361 | – | 3.34% | – |
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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% |