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 2023 | $1,416,374 | +52.4% | 25,113 | +36.7% | 0.20% | +56.8% |
Q3 2023 | $929,522 | +98.2% | 18,370 | +105.1% | 0.12% | +86.6% |
Q2 2023 | $469,078 | -16.9% | 8,957 | -23.2% | 0.07% | -24.7% |
Q1 2023 | $564,182 | +18.8% | 11,664 | +10.9% | 0.09% | +6.0% |
Q4 2022 | $474,928 | +7.9% | 10,519 | +1.2% | 0.08% | -23.6% |
Q3 2022 | $440,000 | -6.6% | 10,396 | -1.4% | 0.11% | -17.3% |
Q2 2022 | $471,000 | -17.1% | 10,544 | +0.0% | 0.13% | -6.3% |
Q1 2022 | $568,000 | +54.8% | 10,542 | +226.8% | 0.14% | +47.9% |
Q4 2021 | $367,000 | – | 3,226 | – | 0.10% | – |
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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% |