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 | $328,237 | -3.4% | 6,487 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $339,718 | +8.3% | 6,487 | 0.0% | 0.03% | +3.8% |
| Q1 2023 | $313,771 | +0.8% | 6,487 | -5.9% | 0.03% | -7.1% |
| Q4 2022 | $311,395 | -35.3% | 6,897 | -39.2% | 0.03% | -42.9% |
| Q3 2022 | $481,000 | -5.1% | 11,347 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $507,000 | – | 11,347 | – | 0.05% | – |
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% |