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 | $4,794 | -5.9% | 94,752 | -2.6% | 1.60% | -1.7% |
| Q2 2023 | $5,092 | +5.3% | 97,238 | -2.7% | 1.62% | -0.7% |
| Q1 2023 | $4,835 | +4.8% | 99,963 | -2.2% | 1.64% | +0.2% |
| Q4 2022 | $4,615 | -99.9% | 102,213 | -1.2% | 1.63% | -4.8% |
| Q3 2022 | $4,383,000 | -7.9% | 103,485 | -2.9% | 1.72% | +0.2% |
| Q2 2022 | $4,759,000 | -20.4% | 106,560 | -4.0% | 1.71% | -8.9% |
| Q1 2022 | $5,979,000 | -7.4% | 111,026 | +95.7% | 1.88% | -2.9% |
| Q4 2021 | $6,456,000 | +6.7% | 56,720 | -2.5% | 1.94% | -0.2% |
| Q3 2021 | $6,051,000 | -4.8% | 58,167 | -4.8% | 1.94% | -2.2% |
| Q2 2021 | $6,356,000 | +4.5% | 61,131 | -3.5% | 1.98% | -1.7% |
| Q1 2021 | $6,085,000 | +11.1% | 63,368 | +5.2% | 2.02% | +6.9% |
| Q4 2020 | $5,477,000 | +14.6% | 60,219 | +1.6% | 1.89% | +4.6% |
| Q3 2020 | $4,778,000 | +3.2% | 59,252 | -5.2% | 1.80% | -1.6% |
| Q2 2020 | $4,631,000 | +21.3% | 62,503 | +0.3% | 1.83% | +3.6% |
| Q1 2020 | $3,819,000 | – | 62,345 | – | 1.77% | – |
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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% |