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 | $5,523,908 | -1.3% | 109,161 | +2.2% | 0.65% | +0.3% |
Q2 2023 | $5,596,049 | -43.8% | 106,856 | -48.1% | 0.65% | -48.5% |
Q1 2023 | $9,952,176 | -45.4% | 205,751 | -49.1% | 1.27% | -51.0% |
Q4 2022 | $18,240,454 | +9.0% | 403,993 | +2.2% | 2.58% | -2.7% |
Q3 2022 | $16,735,000 | -3.3% | 395,151 | +2.0% | 2.66% | -3.4% |
Q2 2022 | $17,304,000 | +41.6% | 387,455 | +70.8% | 2.75% | +64.0% |
Q1 2022 | $12,217,000 | -2.3% | 226,862 | +106.4% | 1.68% | -2.7% |
Q4 2021 | $12,510,000 | +10.7% | 109,912 | +1.1% | 1.72% | -1.6% |
Q3 2021 | $11,305,000 | -24.7% | 108,670 | -24.8% | 1.75% | -27.6% |
Q2 2021 | $15,015,000 | +11.9% | 144,417 | +3.3% | 2.42% | +1.3% |
Q1 2021 | $13,419,000 | -14.3% | 139,738 | -18.8% | 2.39% | -21.6% |
Q4 2020 | $15,649,000 | +14.9% | 172,066 | +1.9% | 3.05% | -3.4% |
Q3 2020 | $13,614,000 | +9.3% | 168,845 | +0.5% | 3.16% | -3.8% |
Q2 2020 | $12,452,000 | +28.8% | 168,048 | +6.5% | 3.28% | +3.8% |
Q1 2020 | $9,667,000 | +41.0% | 157,833 | +76.9% | 3.16% | +78.7% |
Q4 2019 | $6,854,000 | +10.1% | 89,234 | +1.7% | 1.77% | +2.8% |
Q3 2019 | $6,226,000 | +9.5% | 87,783 | +8.4% | 1.72% | +12.9% |
Q2 2019 | $5,684,000 | – | 80,974 | – | 1.52% | – |
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% |