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 | $5,645,464 | -10.6% | 111,570 | -7.4% | 1.99% | -8.4% |
| Q2 2023 | $6,313,239 | -5.0% | 120,551 | -12.2% | 2.17% | -10.0% |
| Q1 2023 | $6,643,521 | -2.6% | 137,348 | -9.1% | 2.41% | -8.8% |
| Q4 2022 | $6,823,890 | -12.2% | 151,138 | -17.7% | 2.65% | -13.8% |
| Q3 2022 | $7,776,000 | -11.2% | 183,624 | -6.3% | 3.07% | -8.1% |
| Q2 2022 | $8,753,000 | +26.6% | 195,991 | +52.7% | 3.34% | +39.9% |
| Q1 2022 | $6,912,000 | -12.4% | 128,347 | +85.1% | 2.39% | -8.8% |
| Q4 2021 | $7,890,000 | -1.0% | 69,324 | -9.5% | 2.62% | -6.1% |
| Q3 2021 | $7,970,000 | -11.6% | 76,609 | -11.2% | 2.79% | -11.8% |
| Q2 2021 | $9,015,000 | -15.9% | 86,230 | -22.8% | 3.16% | -21.9% |
| Q1 2021 | $10,725,000 | – | 111,681 | – | 4.05% | – |
Download | ||||||
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% |