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 | $2,323 | -4.6% | 45,907 | -1.2% | 0.98% | +0.8% |
Q2 2023 | $2,434 | +6.7% | 46,485 | -1.5% | 0.97% | +1.6% |
Q1 2023 | $2,282 | +7.8% | 47,182 | +0.6% | 0.96% | +1.8% |
Q4 2022 | $2,117 | -99.9% | 46,883 | +2.1% | 0.94% | +3.4% |
Q3 2022 | $1,945,000 | -10.2% | 45,922 | +3.4% | 0.91% | +4.0% |
Q2 2022 | $2,165,000 | -9.4% | 44,407 | +0.1% | 0.88% | +0.2% |
Q1 2022 | $2,389,000 | -8.4% | 44,360 | +93.6% | 0.87% | -6.4% |
Q4 2021 | $2,608,000 | +12.6% | 22,916 | +2.9% | 0.93% | +8.5% |
Q3 2021 | $2,317,000 | -4.1% | 22,275 | -4.2% | 0.86% | -4.2% |
Q2 2021 | $2,417,000 | +6.7% | 23,245 | -1.5% | 0.90% | +14.4% |
Q1 2021 | $2,265,000 | +15.9% | 23,590 | +9.8% | 0.78% | +2.5% |
Q4 2020 | $1,954,000 | +23.7% | 21,483 | +9.7% | 0.77% | +7.1% |
Q3 2020 | $1,580,000 | – | 19,592 | – | 0.72% | – |
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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% |