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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $974,000,000 | +14.5% | 19,947 | +13.8% | 0.00% | +33.3% |
| Q4 2015 | $851,000,000 | +73964.4% | 17,528 | -30.2% | 0.00% | -40.0% |
| Q3 2015 | $1,149,000 | -99.9% | 25,101 | +20.4% | 0.01% | +25.0% |
| Q2 2015 | $1,027,769,000 | +2.4% | 20,843 | +3.0% | 0.00% | 0.0% |
| Q1 2015 | $1,003,446,000 | +14.5% | 20,243 | +13.3% | 0.00% | 0.0% |
| Q4 2014 | $876,083,000 | +11.4% | 17,861 | +6.8% | 0.00% | +33.3% |
| Q3 2014 | $786,144,000 | +28.3% | 16,730 | +27.9% | 0.00% | 0.0% |
| Q2 2014 | $612,770,000 | +7.8% | 13,085 | +2.9% | 0.00% | 0.0% |
| Q1 2014 | $568,398,000 | +29.0% | 12,713 | +27.2% | 0.00% | +50.0% |
| Q4 2013 | $440,624,000 | +12.2% | 9,996 | +2.3% | 0.00% | 0.0% |
| Q3 2013 | $392,771,000 | – | 9,768 | – | 0.00% | – |
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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% |