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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $273,382 | +8.6% | 5,220 | +0.3% | 0.03% | +3.0% |
Q1 2023 | $251,665 | +7.5% | 5,203 | +0.3% | 0.03% | 0.0% |
Q4 2022 | $234,100 | +6.9% | 5,185 | +0.4% | 0.03% | -2.9% |
Q3 2022 | $219,000 | -4.8% | 5,164 | +0.4% | 0.03% | -2.9% |
Q2 2022 | $230,000 | -25.6% | 5,144 | -10.4% | 0.04% | -20.5% |
Q1 2022 | $309,000 | -5.2% | 5,743 | +100.4% | 0.04% | +2.3% |
Q4 2021 | $326,000 | – | 2,866 | – | 0.04% | – |
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% |