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 | $2,001,000 | -20.0% | 39,545 | -17.2% | 0.03% | -16.1% |
| Q2 2023 | $2,501,959 | -7.9% | 47,775 | -15.0% | 0.03% | -13.9% |
| Q1 2023 | $2,717,189 | +6.6% | 56,175 | -0.5% | 0.04% | 0.0% |
| Q4 2022 | $2,547,781 | +5.6% | 56,429 | -0.9% | 0.04% | -7.7% |
| Q3 2022 | $2,412,000 | -0.4% | 56,949 | +5.0% | 0.04% | +5.4% |
| Q2 2022 | $2,422,000 | +53.3% | 54,227 | +84.8% | 0.04% | +68.2% |
| Q1 2022 | $1,580,000 | +4.4% | 29,346 | +120.8% | 0.02% | +4.8% |
| Q4 2021 | $1,513,000 | +17.8% | 13,291 | +7.7% | 0.02% | +5.0% |
| Q3 2021 | $1,284,000 | +0.1% | 12,340 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $1,283,000 | +8.3% | 12,340 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,185,000 | -2.6% | 12,340 | -7.8% | 0.02% | -4.5% |
| Q4 2020 | $1,217,000 | +159.5% | 13,382 | +130.0% | 0.02% | +120.0% |
| Q3 2020 | $469,000 | +8.8% | 5,817 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $431,000 | -13.6% | 5,817 | -10.5% | 0.01% | 0.0% |
| Q4 2019 | $499,000 | – | 6,497 | – | 0.01% | – |
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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% |