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 | $8,991,591 | -10.3% | 177,699 | -7.2% | 2.07% | -11.8% |
| Q2 2023 | $10,023,232 | -40.2% | 191,393 | -44.8% | 2.35% | -45.0% |
| Q1 2023 | $16,766,199 | -30.9% | 346,624 | -35.5% | 4.26% | -38.6% |
| Q4 2022 | $24,270,865 | +3.5% | 537,561 | -2.9% | 6.94% | -11.4% |
| Q3 2022 | $23,445,000 | -2.0% | 553,593 | +3.4% | 7.83% | -0.3% |
| Q2 2022 | $23,915,000 | -12.6% | 535,493 | +5.4% | 7.85% | -0.6% |
| Q1 2022 | $27,371,000 | -5.3% | 508,281 | +100.2% | 7.90% | -5.0% |
| Q4 2021 | $28,897,000 | – | 253,881 | – | 8.32% | – |
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% |