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 | $13,906,890 | -1.7% | 274,840 | +1.8% | 3.12% | -0.7% |
| Q2 2023 | $14,140,743 | +11.2% | 270,016 | +2.7% | 3.14% | +5.5% |
| Q1 2023 | $12,713,195 | +7.6% | 262,832 | +0.4% | 2.97% | +1.1% |
| Q4 2022 | $11,814,065 | +10.1% | 261,663 | +3.3% | 2.94% | -11.7% |
| Q3 2022 | $10,730,000 | +5.8% | 253,376 | +11.5% | 3.33% | +7.1% |
| Q2 2022 | $10,145,000 | -26.8% | 227,165 | +86.5% | 3.11% | -18.2% |
| Q4 2021 | $13,867,000 | +6.7% | 121,831 | -2.5% | 3.80% | -1.1% |
| Q3 2021 | $12,993,000 | – | 124,901 | – | 3.84% | – |
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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% |