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 | $25,757,829 | +0.0% | 509,048 | +3.5% | 18.74% | -1.0% |
| Q2 2023 | $25,753,366 | +8.7% | 491,758 | +0.4% | 18.93% | +6.3% |
| Q1 2023 | $23,701,445 | +9.6% | 490,003 | +2.3% | 17.81% | +0.8% |
| Q4 2022 | $21,623,599 | +9.9% | 478,928 | +3.1% | 17.66% | -1.1% |
| Q3 2022 | $19,671,000 | -8.8% | 464,494 | +0.9% | 17.86% | -3.0% |
| Q2 2022 | $21,559,000 | -99.9% | 460,458 | +6.1% | 18.41% | -1.2% |
| Q1 2022 | $23,361,853,000 | +103266.5% | 433,832 | +98.6% | 18.63% | -4.1% |
| Q4 2021 | $22,601,000 | – | 218,455 | – | 19.44% | – |
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% |