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 | $4,618,052 | -1.5% | 91,320 | +2.0% | 3.67% | -2.0% |
| Q2 2023 | $4,687,010 | +3.8% | 89,498 | -4.1% | 3.75% | -4.0% |
| Q1 2023 | $4,515,436 | +1.6% | 93,352 | -5.2% | 3.90% | +19.6% |
| Q4 2022 | $4,445,604 | +1.0% | 98,463 | -2.8% | 3.26% | -9.3% |
| Q3 2022 | $4,402,000 | -11.1% | 101,350 | -7.7% | 3.60% | -1.5% |
| Q2 2022 | $4,954,000 | -16.6% | 109,802 | -0.2% | 3.65% | +10.7% |
| Q1 2022 | $5,940,000 | +0.4% | 109,986 | -0.1% | 3.30% | -11.9% |
| Q4 2021 | $5,919,000 | – | 110,098 | – | 3.74% | – |
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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% |