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 | $37,913,399 | +122.4% | 749,277 | +130.2% | 6.45% | +120.9% |
| Q2 2023 | $17,044,770 | +15.3% | 325,468 | +6.5% | 2.92% | +12.5% |
| Q1 2023 | $14,785,679 | +29.9% | 305,679 | +21.3% | 2.60% | +18.6% |
| Q4 2022 | $11,378,636 | -0.4% | 252,019 | -6.6% | 2.19% | +2.8% |
| Q3 2022 | $11,423,000 | +1.5% | 269,737 | +7.1% | 2.13% | +3.6% |
| Q2 2022 | $11,249,000 | +269.7% | 251,881 | +345.8% | 2.06% | +56.6% |
| Q1 2022 | $3,043,000 | -5.4% | 56,503 | +99.9% | 1.31% | -5.1% |
| Q4 2021 | $3,218,000 | – | 28,269 | – | 1.38% | – |
Download | ||||||
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% |