SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,010 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,573 | -2.1% | 31,094 | +1.3% | 0.72% | +0.8% |
| Q2 2023 | $1,607 | +4.1% | 30,694 | -3.8% | 0.72% | -2.3% |
| Q1 2023 | $1,544 | +5.0% | 31,911 | -2.0% | 0.74% | +0.7% |
| Q4 2022 | $1,470 | -99.9% | 32,555 | -3.3% | 0.73% | -10.6% |
| Q3 2022 | $1,426,000 | -7.3% | 33,662 | -2.3% | 0.82% | -21.0% |
| Q2 2022 | $1,539,000 | -18.1% | 34,470 | -1.2% | 1.04% | +3.7% |
| Q1 2022 | $1,879,000 | -28.1% | 34,897 | +52.1% | 1.00% | -20.5% |
| Q4 2021 | $2,612,000 | -14.6% | 22,949 | -21.9% | 1.26% | -40.2% |
| Q3 2021 | $3,058,000 | -0.4% | 29,392 | -0.5% | 2.10% | -8.3% |
| Q2 2021 | $3,071,000 | -1.0% | 29,540 | -8.5% | 2.29% | -14.7% |
| Q1 2021 | $3,102,000 | -3.8% | 32,300 | -8.9% | 2.68% | +5.5% |
| Q4 2020 | $3,226,000 | +13.2% | 35,472 | +0.3% | 2.54% | -5.6% |
| Q3 2020 | $2,851,000 | +8.0% | 35,365 | -0.8% | 2.69% | +0.5% |
| Q2 2020 | $2,640,000 | +5.3% | 35,634 | -2.8% | 2.68% | +2.3% |
| Q1 2020 | $2,508,000 | -14.4% | 36,652 | -3.9% | 2.62% | +3.3% |
| Q4 2019 | $2,931,000 | – | 38,159 | – | 2.54% | – |
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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% |