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 | $79,948 | -4.3% | 1,580 | -0.9% | 0.04% | -4.3% |
| Q2 2023 | $83,528 | +0.6% | 1,595 | -7.1% | 0.05% | -6.0% |
| Q1 2023 | $83,041 | +6.5% | 1,717 | -0.7% | 0.05% | -2.0% |
| Q4 2022 | $78,000 | -15.2% | 1,729 | -20.4% | 0.05% | -25.0% |
| Q3 2022 | $92,000 | -8.0% | 2,173 | -3.3% | 0.07% | -8.1% |
| Q2 2022 | $100,000 | -14.5% | 2,246 | +3.3% | 0.07% | -17.8% |
| Q1 2022 | $117,000 | -20.9% | 2,174 | +67.2% | 0.09% | -20.4% |
| Q4 2021 | $148,000 | – | 1,300 | – | 0.11% | – |
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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% |