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 | $2,961 | -2.8% | 58,509 | +0.6% | 0.11% | -0.9% |
| Q2 2023 | $3,047 | +9.2% | 58,180 | +0.9% | 0.11% | +3.7% |
| Q1 2023 | $2,790 | +6.9% | 57,673 | -0.2% | 0.11% | 0.0% |
| Q4 2022 | $2,609 | -99.9% | 57,786 | +0.0% | 0.11% | -10.8% |
| Q3 2022 | $2,447,000 | +982.7% | 57,781 | +1044.4% | 0.12% | +1100.0% |
| Q2 2022 | $226,000 | -17.5% | 5,049 | -0.9% | 0.01% | -16.7% |
| Q1 2022 | $274,000 | -5.5% | 5,095 | +100.1% | 0.01% | -7.7% |
| Q4 2021 | $290,000 | +29.5% | 2,546 | +18.3% | 0.01% | +18.2% |
| Q3 2021 | $224,000 | -4.3% | 2,152 | -4.4% | 0.01% | 0.0% |
| Q2 2021 | $234,000 | -27.8% | 2,250 | -33.3% | 0.01% | -35.3% |
| Q1 2021 | $324,000 | – | 3,375 | – | 0.02% | – |
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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% |