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 | $195,114 | -7.9% | 3,856 | -4.6% | 0.05% | -8.9% |
Q2 2023 | $211,784 | +17.5% | 4,044 | +8.6% | 0.06% | +12.0% |
Q1 2023 | $180,178 | +5.6% | 3,725 | -1.4% | 0.05% | 0.0% |
Q4 2022 | $170,577 | +64.0% | 3,778 | +54.3% | 0.05% | +61.3% |
Q3 2022 | $104,000 | 0.0% | 2,449 | +5.4% | 0.03% | 0.0% |
Q2 2022 | $104,000 | +38.7% | 2,323 | +65.9% | 0.03% | +55.0% |
Q1 2022 | $75,000 | -6.2% | 1,400 | +100.0% | 0.02% | -4.8% |
Q4 2021 | $80,000 | +1042.9% | 700 | +993.8% | 0.02% | +950.0% |
Q3 2021 | $7,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | – | 64 | – | 0.00% | – |
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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% |