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 | $1,078,046 | +21.7% | 21,305 | +25.9% | 0.13% | +21.2% |
| Q2 2023 | $886,081 | +173.2% | 16,920 | +152.3% | 0.10% | +147.6% |
| Q1 2023 | $324,321 | +42.4% | 6,705 | +32.9% | 0.04% | +23.5% |
| Q4 2022 | $227,737 | +33.2% | 5,044 | +24.7% | 0.03% | +21.4% |
| Q3 2022 | $171,000 | +36.8% | 4,044 | +44.3% | 0.03% | +33.3% |
| Q2 2022 | $125,000 | +40.4% | 2,803 | +70.1% | 0.02% | +50.0% |
| Q1 2022 | $89,000 | +15.6% | 1,648 | +144.9% | 0.01% | +16.7% |
| Q4 2021 | $77,000 | – | 673 | – | 0.01% | – |
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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% |