SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,044 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $906 | -99.9% | 17,300 | -18.8% | 0.00% | 0.0% |
Q3 2022 | $902,000 | -53.9% | 21,300 | +23.8% | 0.00% | -50.0% |
Q4 2021 | $1,958,000 | -23.2% | 17,200 | -29.8% | 0.00% | -33.3% |
Q3 2021 | $2,549,000 | +87.2% | 24,500 | +87.0% | 0.00% | +50.0% |
Q2 2021 | $1,362,000 | +52.2% | 13,100 | +18.0% | 0.00% | +100.0% |
Q3 2020 | $895,000 | -47.5% | 11,100 | -51.7% | 0.00% | 0.0% |
Q2 2020 | $1,704,000 | +101.7% | 23,000 | +66.7% | 0.00% | 0.0% |
Q1 2020 | $845,000 | +26.5% | 13,800 | +58.6% | 0.00% | 0.0% |
Q4 2019 | $668,000 | +123.4% | 8,700 | +89.1% | 0.00% | – |
Q2 2018 | $299,000 | – | 4,600 | – | 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% |