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 | $1,319,890 | -10.9% | 26,085 | -7.7% | 1.29% | -5.0% |
| Q2 2023 | $1,480,566 | +8.3% | 28,271 | +0.0% | 1.36% | +0.4% |
| Q1 2023 | $1,366,845 | +7.3% | 28,258 | +0.2% | 1.35% | +1.3% |
| Q4 2022 | $1,273,761 | +6.7% | 28,212 | +0.1% | 1.34% | -0.1% |
| Q3 2022 | $1,194,000 | -10.6% | 28,196 | -5.7% | 1.34% | -9.2% |
| Q2 2022 | $1,335,000 | -16.7% | 29,891 | +0.5% | 1.47% | -0.8% |
| Q1 2022 | $1,602,000 | -3.1% | 29,753 | +104.8% | 1.48% | +0.3% |
| Q4 2021 | $1,653,000 | – | 14,527 | – | 1.48% | – |
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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% |