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 | $8,118,755 | -3.4% | 160,450 | +0.0% | 3.64% | -0.5% |
| Q2 2023 | $8,401,233 | +4.6% | 160,421 | -3.4% | 3.66% | +6.7% |
| Q1 2023 | $8,034,872 | +6.6% | 166,113 | -0.5% | 3.43% | +24.1% |
| Q4 2022 | $7,539,088 | +6.6% | 166,979 | 0.0% | 2.76% | -15.5% |
| Q3 2022 | $7,072,000 | -5.2% | 166,979 | 0.0% | 3.27% | -7.0% |
| Q2 2022 | $7,457,000 | -17.1% | 166,979 | 0.0% | 3.52% | -8.8% |
| Q1 2022 | $8,992,000 | -5.4% | 166,979 | +100.0% | 3.86% | +9.1% |
| Q4 2021 | $9,503,000 | – | 83,490 | – | 3.54% | – |
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% |