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 | $404,597 | -3.4% | 7,996 | 0.0% | 0.28% | -0.4% |
| Q2 2023 | $418,751 | +8.3% | 7,996 | 0.0% | 0.28% | +7.8% |
| Q1 2023 | $386,767 | +7.1% | 7,996 | 0.0% | 0.26% | +35.3% |
| Q4 2022 | $361,020 | +7.8% | 7,996 | +1.0% | 0.19% | -15.2% |
| Q3 2022 | $335,000 | -4.8% | 7,920 | +0.6% | 0.22% | -0.9% |
| Q2 2022 | $352,000 | -16.6% | 7,874 | +0.4% | 0.23% | -13.7% |
| Q1 2022 | $422,000 | -5.6% | 7,842 | +99.6% | 0.26% | -26.4% |
| Q4 2021 | $447,000 | – | 3,928 | – | 0.36% | – |
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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% |