SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 945 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,661 | -14.9% | 4,519 | -11.9% | 0.00% | -33.3% |
| Q2 2023 | $268,553 | +8.3% | 5,128 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $248,041 | +3.3% | 5,128 | -3.6% | 0.00% | 0.0% |
| Q4 2022 | $240,108 | -18.9% | 5,318 | -23.8% | 0.00% | -25.0% |
| Q3 2022 | $296,000 | -6.3% | 6,981 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $316,000 | -19.4% | 7,082 | -2.7% | 0.00% | 0.0% |
| Q1 2022 | $392,000 | -5.5% | 7,276 | +99.5% | 0.00% | 0.0% |
| Q4 2021 | $415,000 | +33.0% | 3,647 | +21.7% | 0.00% | 0.0% |
| Q3 2021 | $312,000 | -6.9% | 2,997 | -7.0% | 0.00% | 0.0% |
| Q2 2021 | $335,000 | +7.4% | 3,224 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $312,000 | +5.1% | 3,254 | -0.2% | 0.00% | -20.0% |
| Q4 2020 | $297,000 | +12.9% | 3,261 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $263,000 | +12.4% | 3,261 | +3.1% | 0.01% | +25.0% |
| Q2 2020 | $234,000 | +4580.0% | 3,164 | +2971.8% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | -82.8% | 103 | -83.8% | 0.00% | -100.0% |
| Q3 2014 | $29,000 | 0.0% | 634 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $29,000 | +3.6% | 634 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $28,000 | – | 634 | – | 0.00% | – |
Download | ||||||
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% |