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 | $1,482 | +7.5% | 29,296 | +11.3% | 0.14% | -19.9% |
| Q2 2023 | $1,379 | +10.6% | 26,333 | +2.1% | 0.18% | -1.6% |
| Q1 2023 | $1,247 | +34.4% | 25,780 | +25.4% | 0.18% | +21.1% |
| Q4 2022 | $928 | -99.9% | 20,561 | -13.4% | 0.15% | -20.4% |
| Q3 2022 | $1,005,000 | -10.7% | 23,751 | -5.8% | 0.19% | -7.7% |
| Q2 2022 | $1,125,000 | -25.2% | 25,210 | -9.8% | 0.21% | -15.9% |
| Q1 2022 | $1,505,000 | +5.3% | 27,950 | +122.6% | 0.25% | -18.0% |
| Q4 2021 | $1,429,000 | +67.3% | 12,555 | +52.8% | 0.30% | +44.2% |
| Q3 2021 | $854,000 | +60.5% | 8,215 | +60.4% | 0.21% | +56.4% |
| Q2 2021 | $532,000 | +66.8% | 5,120 | +53.9% | 0.13% | +49.4% |
| Q1 2021 | $319,000 | +57.9% | 3,327 | +49.7% | 0.09% | +41.3% |
| Q4 2020 | $202,000 | – | 2,222 | – | 0.06% | – |
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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% |