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 | $1,958,885 | -4.1% | 38,713 | -0.7% | 0.99% | +0.9% |
| Q2 2023 | $2,042,579 | +4.8% | 39,003 | -3.2% | 0.98% | -3.0% |
| Q1 2023 | $1,949,002 | -9.0% | 40,294 | -15.0% | 1.01% | -6.1% |
| Q4 2022 | $2,140,960 | +3.2% | 47,419 | -3.2% | 1.07% | -8.0% |
| Q3 2022 | $2,074,000 | -6.8% | 48,969 | -1.7% | 1.17% | +1.7% |
| Q2 2022 | $2,225,000 | -20.7% | 49,826 | -4.3% | 1.15% | -16.2% |
| Q1 2022 | $2,805,000 | -2.8% | 52,086 | +105.4% | 1.37% | -0.5% |
| Q4 2021 | $2,886,000 | +9.4% | 25,353 | -0.1% | 1.38% | -1.6% |
| Q3 2021 | $2,639,000 | +0.3% | 25,369 | +0.2% | 1.40% | -4.0% |
| Q2 2021 | $2,632,000 | +15.3% | 25,318 | +6.5% | 1.46% | +3.3% |
| Q1 2021 | $2,283,000 | +1.2% | 23,774 | -4.1% | 1.41% | -6.0% |
| Q4 2020 | $2,255,000 | +14.3% | 24,793 | +1.3% | 1.50% | -6.2% |
| Q3 2020 | $1,973,000 | -0.2% | 24,474 | -8.2% | 1.60% | +0.5% |
| Q2 2020 | $1,976,000 | +11.8% | 26,662 | -7.6% | 1.60% | -12.0% |
| Q1 2020 | $1,767,000 | -20.0% | 28,841 | +0.3% | 1.81% | +1.7% |
| Q4 2019 | $2,209,000 | – | 28,756 | – | 1.78% | – |
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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% |